Description
Join Evergreen as a Trust Officer and take ownership of estate and trust accounts while mentoring Trust Administrators. Your role is essential for delivering effective client service and account management.<br/><br/>Reporting to the AVP of Trust Services, you will be responsible for the professional administration of diverse trust accounts, requiring at least three years of relevant experience. Strong collaboration with Compliance, Operations, and Legal departments will be vital for resolving administrative complexities. Your analytical skills will support timely issue resolution.<br/><br/>Key Responsibilities:
• Manage the administration of estate and trust accounts with accuracy
• Handle client inquiries with accountability and efficiency
• Collaborate on risk management and legal compliance issues
• Engage in audits and ensure compliance with regulations
• Build strong networks with legal and financial professionals<br/><br/>Requirements:
• Minimum 3 years of experience in estate and trust
• Background working with HNW individuals and advisors
• Excellent critical thinking and communication abilities
• University degree in related subjects
• French proficiency is an asset<br/><br/>Bring your trust administration skills to Evergreen and lead exceptional client relationships.
