Senior Estates and Trust Coordinator (12 month Contract) Location:

Toronto Work Arrangement

Hybrid (2200-25 Ontario Street, Toronto, ON) Employment Type:

12-month Contract The Work The Senior Estates and Trust Relationship Coordinator is an integral part of Concentra Trust and Estate solutions dedicated to supporting the delivery of service excellence to partners, COI's and clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the service teams.

The position is client-facing, requiring interaction with high-net-worth clients and external professionals, delivering exceptional service while ensuring that all relevant processes and standards are followed.

Core Responsibilities

Evaluates and interprets data from both quantitative and qualitative perspectives, generated by internal CRM platforms, to identify and create the necessary reports that align with team and business group objectives.

Co-ordinates with trust officer to ensures the administration of assigned files are carried out in accordance with understood service guidelines, parameters and posted service standards for accuracy and timeliness

Oversees the new business process, including reviewing documents and ensuring the accuracy of key clauses

Identifies and recommends best practices to services teams on key data metrics within our CRMs to ensure efficient and accurate input of data

Develop and produce quarterly and annual reporting for internal leadership and external centers of influence as required

Monitor client satisfaction, collaborate with other business units to resolve issues, and ensure administrative and operational service standards are met or exceeded.





Organize onboarding of recent clients and maintain client documentation in a standardized filing format to ensure all records are accessible and properly organized.

Supports the review and oversight of thought leadership content, webinar processes and marketing material, to ensure timely delivery and co-ordination. Includes collaboration with appropriate departments

Discuss file intricacies with trust administration (back office) staff to determine priorities and ensure a smooth transition

Deliver industry-leading standards in client experience for new business acceptance and procedures, ensuring compliance with company policies.

Required Qualifications Education

Bachelor's degree in business or related field

Three to five (3-5) years' experience in the financial services industry with experience in Trust and Estate administration

Enrollment in the first course of the STEP Certificate program in Trust and Estates

Hard Skills

Proficiency in Microsoft Office, particularly Excel

Strong written and oral communication skills

Strong attention to detail, with a focus on quality, compliance, and organization

Active listening and effective response to client needs

Results-oriented, with a collaborative mindset and a strong sense of teamwork

Benefits (For full-time permanent roles)

Competitive discretionary bonus

Market leading RRSP match program

Medical, dental, vision, life, and disability benefits

Employee Share Purchase Plan

Maternity/Parental top-up while you care for your little one

Generous vacation policy and personal days

Virtual events to connect with your fellow colleagues

Professional development and comprehensive Career Development program

📌 Senior Estates and Trust Coordinator (Winnipeg)
🏢 Gofractional
📍 Winnipeg