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Senior/Junior Trusts & Estates Officer
Toronto/Calgary, Ontario/AlbertaAbout Cidel
Cidel is a Canadian based global private bank that designs and implements customized financial solutions to help clients build, preserve and transfer their wealth. With a strategic network of operations in Canada and internationally, Cidel’s broad range of investment, and trust and structuring capabilities provides clients with solutions that are global, innovative, transparent and compliant. In the world of private banking and trust, Cidel is recognized as a dedicated, high-calibre advisor with exceptional, longstanding relationships.
Cidel Trust Company is a federally regulated trust company and part of the Cidel group of companies. Cidel Trust Company acts as a corporate trustee and executor for a wide range of high-net-worth individuals. We are currently looking for experienced and qualified candidates to fill a Senior or Junior Trust and Estate Officer role in our Toronto or Calgary office.
About you
Are you a quick learner who works well in a team environment? Are you a lawyer disillusioned with private practice and looking for a better work-life balance? Are you looking to leverage your trust and estates experience in an organization that values your input and allows you the room to make an impact? If so, please read on; this is an exciting career opportunity.
Cidel is looking to hire an experienced professional to join their team, driving the continued growth of the firm’s Trust business. This role is based in Calgary and is an opportunity to join a rapidly expanding global wealth management firm with lots of “room to grow” and help shape the trust team.
You will be responsible for the efficient administration of a book of trusts, estates and related entities. You must ensure that structures are administered in accordance with the governing laws, remain cognizant of Cidel Trust Company’s responsibilities to its clients and be mindful of the potential risks to the trustee. You will assist with the implementation of new entities in collaboration with other areas of the organization e.g., Wealth Management. You will be able to work well with general autonomy as a senior member of a small team.
This position offers the opportunity to join an employee-owned, entrepreneurial, and leading private bank.
In order to be considered for this role, you will possess the following:
Cidel is a Canadian based global private bank that designs and implements customized financial solutions to help clients build, preserve and transfer their wealth. With a strategic network of operations in Canada and internationally, Cidel’s broad range of investment, and trust and structuring capabilities provides clients with solutions that are global, innovative, transparent and compliant. In the world of private banking and trust, Cidel is recognized as a dedicated, high-calibre advisor with exceptional, longstanding relationships.
Cidel Trust Company is a federally regulated trust company and part of the Cidel group of companies. Cidel Trust Company acts as a corporate trustee and executor for a wide range of high-net-worth individuals. We are currently looking for experienced and qualified candidates to fill a Senior or Junior Trust and Estate Officer role in our Toronto or Calgary office.
About you
Are you a quick learner who works well in a team environment? Are you a lawyer disillusioned with private practice and looking for a better work-life balance? Are you looking to leverage your trust and estates experience in an organization that values your input and allows you the room to make an impact? If so, please read on; this is an exciting career opportunity.
Cidel is looking to hire an experienced professional to join their team, driving the continued growth of the firm’s Trust business. This role is based in Calgary and is an opportunity to join a rapidly expanding global wealth management firm with lots of “room to grow” and help shape the trust team.
You will be responsible for the efficient administration of a book of trusts, estates and related entities. You must ensure that structures are administered in accordance with the governing laws, remain cognizant of Cidel Trust Company’s responsibilities to its clients and be mindful of the potential risks to the trustee. You will assist with the implementation of new entities in collaboration with other areas of the organization e.g., Wealth Management. You will be able to work well with general autonomy as a senior member of a small team.
This position offers the opportunity to join an employee-owned, entrepreneurial, and leading private bank.
In order to be considered for this role, you will possess the following:
- 3-8+ years of relevant trust and estate administration experience
- Post secondary education. Law degree or legal background is an asset
- STEP accreditation
- Strong computer skills
- Strong communication and interpersonal skills
- Ability to work both independently and as part of a team
- High degree of initiative and resourcefulness