Trust Administrator Jobs in Alberta
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
Job Description: TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service...
management and private banking, corporate and investment banking, and capital markets....
Application Deadline: 03/03/2025 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service As a Director & Senior Trust Officer, you provide high quality client service to...
Management Ensure client strategic objectives are known and reviewed, and a documented client action plan is set up customized to the clients unique situation Identify any referral opportunities to...
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Alberta
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Alberta offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Know Your Customer
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Wealth Management
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Service Standards
- Investment Banking
- Investment Management
- Account Reconciliation
- Portfolio Management
- Taxes
- Financial Planning
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Accounts Payable
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Documentation
- Bachelor's Degree
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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