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Executive Assistant: Trust Department - (Indigenous)
Location:
Abee
Description:
Vancouver, BC or Saskatoon, SK Reporting directly to the Senior Trust and Client Operations Officer, the Executive Assistant to the President of Trust will be accountable for preparing client meeting materials, quarterly and annual reports, and coordinating and organizing client meetings and events. This is a permanent full-time opportunity. Canadian Indigenous candidates will be prioritized DUTIES: Assist the President of the Trust with organization of calendar, meetings and travel Researches, prioritizes, and follows up on incoming issues and concerns addressed to the President. Works closely with other internal departments Open new accounts and prepare trust initiation documents Conduct on-going file maintenance and update account information Coordinate client meetings including invitations/notices, distribution lists and logistics Prepare client meeting agenda packages Take minutes Draft resolutions for review by Trust Officers Store all documents properly Prepare written procedural documents, policies, and memos Prepare monthly client work in progress statements and quarterly client invoices Assist with preparation of the annual client reports Assist with preparation of client presentations Develop and maintain professional client relationships Interact regularly with clients, prospective clients, members and clients’ lawyers, accountants, and financial planners Assist with preparation of prospective proposals and presentations Assist with event planning, social media posts, publications and other promotional activities QUALIFICATIONS: Undergraduate degree in Business or related field and at least two (2) years’ experience working in an office setting in a coordination role Experience in and understanding of terms of trust accounts and agreements Effective at building and maintaining client and team collaboration Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point) and Adobe Acrobat Strong interpersonal, verbal, and written communications. Visit ListedBuy for more information.
Company:
Spirit Omega
Posted:
April 23 on ListedBuy
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More About this Listing: Executive Assistant: Trust Department - (Indigenous)
Executive Assistant: Trust Department - (Indigenous) is a Clerical Executive Assistant Job at Spirit Omega located in United States. Find other listings like Executive Assistant: Trust Department - (Indigenous) by searching Oodle for Clerical Executive Assistant Jobs.
Executive Assistant: Trust Department - (Indigenous) is a Clerical Executive Assistant Job at Spirit Omega located in United States. Find other listings like Executive Assistant: Trust Department - (Indigenous) by searching Oodle for Clerical Executive Assistant Jobs.