Education: Other trades certificate or diploma. or equivalent experience. Tasks: Administer estate or personal trust funds. Personal suitability: Accurate. Efficient interpersonal skills. Organized. Due diligence. Client focus. Screening questions: Do you have experience working in this field?. Experience: 3 years to less than 5 years. Employment terms options: Day. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Bonus. Group insurance benefits. Pension plan. Registered Retirement Savings Plan (RRSP). Long term benefits: Long-term care insurance. Maternity and parental benefits. Tax-Free Savings Account (TFSA). Other benefits: Deferred Profit Sharing Plan (DPSP). Learning/training paid by employer. Paid time off (volunteering or personal days). Wellness program.