We are seeking a detail-oriented and motivated individual with a desire to develop their skills in trust administration. This entry-level role provides hands-on experience, working directly with the trustee and our legal team to deliver a tailored, high-quality private client service.

Responsibilities

- Maintaining diligent physical and digital trust records, including trust accounting records, handling mail

- Tracking and managing tasks and deadlines

- Supporting the trustee, preparing an agenda for trustee meetings

- Handling sensitive information

- Preparing simple legal documents and drafting correspondence

- Communicating directly with the clients, accountants, banks, the CRA, and other individuals, both via email and phone calls

Qualifications

- Strong organizational skills, attention to detail





- Ability to prioritize and handle multi-step administrative procedures

- Excellent communication skills

- At least 1 year of experience working in an office or an administrative role

- Legal assistant diploma (or equivalent) or experience working in a law firm or wealth management is preferred

- Internationally trained lawyers who intend to start the NCA process are welcome to apply

What We Offer

- Flexibility of a part time schedule - 20 hours a week

- Exposure to practical aspects of the daily operations of trusts

- Learning opportunity to enhance future roles in legal, financial and administrative sectors

- Opportunity to start building a qualified network in the wealth management sector

📌 Trust Administration Assistant - 1 year part-time contract (Calgary)
🏢 Moodys Private Client
📍 Calgary