Trust Officer Jobs in London, ON
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London, ON
trust officer
Top Benefits
About the role
Education: Bachelor's degree. Tasks: Administer charitable or corporate trust funds. Administer estate or personal trust funds. Identify clients' financial goals and objectives. Analyze clients' financial records. Develop financial plans for clients. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Due diligence. Experience: 1 year to less than 2 years. Workplace information: Hybrid. Health benefits: Dental plan. Disability benefits. Health care plan. Financial benefits: Pension plan. Other benefits: Other benefits. Travel insurance.
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About SGGG Fund Services Inc.
SGGG Funds Services is a leading provider of fund administration to hedge funds, mutual funds, and private debt/equity firms. With headquarters in Toronto and affiliate offices in the United States, Cayman, and India, we believe we succeed only when our clients do. Using our expert staff and Diamond, our in-house proprietary fund administration software, we have been named Canada’s Top Hedge Fund Administrator four years in a row and provide services to more than 1,000 investment funds with $75 billion+ in assets. We are Great Place to Work certified, and a designated CPA training office. Our staff enjoys a competitive total compensation package including comprehensive health benefits and a group retirement plan, focused career development, and an employee-centric workplace.