Job Description
Title: Associate Trust Officer - Calgary
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As the Associate Trust Officer , you are responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services at established service quality levels and fee rates in accordance with corporate policy and procedure, the operating document, client needs and current legislation, both in respect of your designated account load and in respect of the account load assigned to the Senior Trust Officer. This dual role requires that you possess sound basic technical knowledge of Estates and Trusts together with experience in the administrative aspects of Estate, Trust and Agency accounts.
As the Associate Trust Officer, you have the primary responsibility for managing the client/beneficiary/Co-Trustee relationships in respect of your designated accounts, which wo...