23h ago
Estates and Trusts Assistant
Saskatoon
โจ $40k-$55k / yearest.
full-timefinance
๐ Tech Stack
๐ผ About This Role
You'll support the administration of estates, wills, and trusts by assisting with timely, effective administration. You'll help the Mortgage Trust Program and general personal/corporate trust administration. Your work ensures accurate data entry and efficient file management.
๐ฏ What You'll Do
- Provide support to Sr. Trust Advisors with requested tasks
- Key information and transactions into platforms accurately
- Review new Wills and Power of Attorney and update file information
- Prepare renunciation documentation for approval
๐ Requirements
- Two years experience in an administrative or support role
- Knowledge of Word, Excel, and Outlook
- Working knowledge of estates, wills, and trusts or willingness to learn
โจ Nice to Have
- Innovest system knowledge
- Adobe office knowledge
๐ Benefits & Perks
- ๐ผ Full-time position with a growing company
- ๐ข Onsite work in Saskatoon office
- ๐ฅ Collaborative team environment
- ๐ Opportunity to develop trust administration skills
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Phone Screenยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Team Interviewยท 45 min
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