Provide timely and accurate support to our valued clients in respect to all aspects of trust administration
Administer trust accounts and assist with client queries while maintaining high standards of client service, quality control, and operational efficiency
Ensure all account information on internal systems is up-to-date, complete, and accurate
Maintain all written, verbal, and electronic communication as required with internal and external contacts as well as with clients
Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner

Minimum of one year of experience in the financial services industry
Post-secondary education
Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment
Intermediate to advanced Microsoft Excel and Word skills
Exceptional written and verbal communication skills
Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner
Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others
Reside in either Edmonton or Calgary

A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities

Trust Administrator

Key skills