Trust Administration Assistant – 1 year part time contract

- Division: Moodys Private Client |

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
- 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
- At least 1 year ofexperience working in an office or anadministrative 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 thedaily operations of trusts
- Learning opportunity to enhance future roles in legal, financial and administrative sectors
- Prospect to start building a professional network in the wealth management sector

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