Cathy Adam
West Vancouver,BC
Summary
Results-driven Senior Trust Officer experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Proactive Senior Trust Officer with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Senior Trust Officer position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
57
57
years of professional experience
Work History
Senior Trust Officer
Truvera Trust Corporation
08.2023 - Current
- Served as a trusted resource for junior Trust Officers by offering guidance and mentorship in their professional development.
- Kept abreast of industry trends, regulatory changes, and best practices through continuous professional development, ensuring ongoing excellence in trust management services.
- Supported financial director with special projects and additional job duties.
- Ensured regulatory compliance by staying updated on industry guidelines and applying them in daily operations.
Senior Trust Officer
Solus Trust
04.2021 - 07.2023
- Served as a trusted resource for junior Trust Officers by offering guidance and mentorship in their professional development.
- Supported financial director with special projects and additional job duties.
- Ensured regulatory compliance by staying updated on industry guidelines and applying them in daily operations.
Senior Trust Officer
Scotiatrust
10.1999 - 12.2020
- Served as a trusted resource for junior Trust Officers by offering guidance and mentorship in their professional development.
- Supported financial director with special projects and additional job duties.
- Ensured regulatory compliance by staying updated on industry guidelines and applying them in daily operations.
Senior Trust Officer
Royal Trust Corporation
10.1987 - 10.1999
- Maintained detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
- Maximized client satisfaction by regularly reviewing portfolio performance and adjusting strategies as needed.
Manager of Income Tax Department
Royal Trust Corporation
10.1984 - 10.1987
- Served as a trusted resource for junior Trust Officers by offering guidance and mentorship in their professional development.
- Supported financial director with special projects and additional job duties.
- Ensured regulatory compliance by staying updated on industry guidelines and applying them in daily operations.
- Developed detailed plans based on broad guidance and direction.
- Accomplished multiple tasks within established timeframes.
- Improved marketing to attract new customers and promote business.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Trust Administrator
Royal Trust
09.1981 - 12.1984
- Cultivated a positive team environment that fostered collaboration, communication, and continuous learning among colleagues.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Created key performance indicators to measure and assess investment performance.
Trust Administrator
Canada Permanent Trust
10.1966 - 12.1981
- Devised and implemented hedging strategies to decrease investment risks.
- Participated in ongoing professional development opportunities to stay current on industry trends and best practices in trust administration.
- Developed customized financial plans for beneficiaries, ensuring long-term financial stability and growth.
Education
High School Diploma -
Sentinel Secondary
West Vancouver, BC09.1966
No Degree -
09.1966
Skills
Ethical behavior standards
Registered Tax Return Preparer
Financial Information Systems
Registered Financial Planner (RFP)
Certificate in Investment Performance Measurement
Registered Financial Planner
Languages
English
Full Professional
Timeline
Senior Trust Officer
Truvera Trust Corporation
08.2023 - Current
Senior Trust Officer
Solus Trust
04.2021 - 07.2023
Senior Trust Officer
Scotiatrust
10.1999 - 12.2020
Senior Trust Officer
Royal Trust Corporation
10.1987 - 10.1999
Manager of Income Tax Department
Royal Trust Corporation
10.1984 - 10.1987
Trust Administrator
Royal Trust
09.1981 - 12.1984
High School Diploma -
Sentinel Secondary
No Degree -
Trust Administrator
Canada Permanent Trust
10.1966 - 12.1981
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