Trust Administrator

Location: Calgary, Alberta, Canada; the role supports the Vancouver branch, and the specific on-site and remote work arrangement will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank focused on helping clients and creating inclusive opportunities for its employees.

What you will do

• Support a Trust Officer in administering a portfolio and opening new accounts.
• Prepare initial correspondence, maintain account information, and process remittances on time.
• Assist with asset and liability statements, client accounting, fee collection, and daily transactions.
• Manage asset collection, consolidation, reconciliation, valuation updates, cost bases, and in-kind transfers.
• Minimize overdrafts and follow hirify.global processes and policies for compliant trust account administration.
• Research client inquiries and collaborate with clients, beneficiaries, lawyers, accountants, financial planners, and internal departments.

Requirements

• Professional client relationship and communication skills.
• Strong attention to detail, analytical thinking, and critical thinking.
• Knowledge of client service, investment portfolios, transaction banking, and cash flow analysis.
• Enrolment in or willingness to enrol in STEP CETA1: Foundations & Trust Administration, CSI and/or STEP Estate & Trust courses, and CIRO-ID-related training.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation, wellbeing support, and recognition through MomentMakers.
• Professional development opportunities, including a paid Purpose Day.
• Inclusive and accessible workplace with accommodation support available.

Hiring process

• The hiring process may include an attribute-based assessment and skills tests.
• Recruitment tools may include artificial intelligence; French proficiency testing may apply where relevant.