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Job Posting

Canada Western Trust

Description: NOC Code: 1221
Trust Services Administrator Opportunity

With RRSP season just around the corner, BC WiN is assisting with recruitment of people with disabilities, visible or non-visible, to join the CWB team as a Trust Services Administrator position, located in Vancouver, BC.

Duties include:

·         Carrying out admin duties such as retrieving documents and process account openings.

·         Maintaining client accounts – processing non financial updates and issuing invoices.

·         Initiate or process Transfer Ins and follow up with outstanding requests.

·         Pre-requisite would be a high school diploma, 1 year of banking, financial services or related experience.

·         Understanding of RRSP, RRIF & TFSA rules is an asset.

·         Position is full time, with benefits.

·         Schedule could be a gradual increase as the candidate becomes more comfortable with the tasks and could be flexible from 30 – 37.5 hours per week.

The successful candidate will be someone who:

·         Is reliable and can work independently, as well as part of a team

·         Has strong communication and internal customer service skills

·         Proficient with MS Office applications; Word and Excel

·         Enhanced organizational skills with the ability to prioritize and multi-task

To Apply by November 8, 2021

Qualified candidates with disabilities are welcome to apply for positions via the BC WiN application process by November 8, 2021***Note, if you have already referred a suitable candidate for previous opportunities, no need to resend the information below, just reach out with an email reminder – thank you!

·         Submit resume and completed referral form to Jasmine Marchant via email

·         Please include a brief paragraph to highlight relevant strengths and interests, and

·         Attach the signed Participant Consent form, for referrals to participate in Research

Job posting end date : 2021-11-08

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