Trust Administrator
$38,500–$71,000 year
On-siteCalgary, Alberta, Canada
Calgary, Alberta, CanadaOn-siteFull Time$38,500–$71,000 yearSenior LevelBANKINGEnterprise
Full TimeSenior LevelEnterpriseBANKING
Job Summary
Manage Trust & Estate accounts by ensuring compliance, processing trade orders, and executing strategic initiatives while tracking metrics. Coordinate account setup and maintenance, perform asset reconciliation, and support audits and compliance reviews to safeguard customer assets. Identify irregularities, escalate discrepancies, and refer clients to other business groups as needed. Prepare new business proposals and maintain knowledge of integrated services to maximize relationship retention and growth.
Required Qualifications
- Typically between 2 - 3 years of relevant experience
- post-secondary degree in related field of study
- equivalent combination of education and experience
- Basic knowledge of Estate and Trust products and services
- Trust industry experience
- Applicable securities certification
- Specialized knowledge
- Verbal & written communication skills
- Organization skills
- Collaboration & team skills
- Analytical and problem solving skills
Desired Qualifications
- English major preferred
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