Location:
Toronto, ON (Hybrid, 3 days onsite per week, including Tuesdays and Thursdays, plus 1 flexible onsite day)

Language:
Excellent written and spoken English communication skills required

Duration:
12-Month Contract

Background Check Requirement:
Must be eligible to complete any required financial services screening and verification processes

About the Opportunity
We are seeking a Trust Account Transition Specialist to support a large-scale trust account transfer initiative within a well-established financial services environment. In this role, you will serve as a key point of contact for clients, attorneys, and internal partners, helping ensure trust accounts are transitioned smoothly while meeting fiduciary, legal, and operational requirements.

This opportunity is ideal for someone who enjoys combining client service with administrative coordination and trust administration. You will work closely with retirees, beneficiaries, legal professionals, and internal stakeholders, providing guidance, answering questions, and helping clients navigate what can often be a complex process with confidence and clarity.

What’s In It for You

Gain valuable experience supporting a specialized trust and fiduciary services project

Work alongside experienced professionals in financial services and trust administration

Enjoy a collaborative environment that values professionalism, accuracy, and client care

Develop expertise in trust account transitions, fiduciary processes, and stakeholder coordination

Contribute to meaningful client outcomes while building your skilled network

Your Responsibilities

You’ll respond to inquiries from clients, attorneys, internal partners, and external professionals regarding trust account transitions

You’ll review trust documentation to confirm transfer requirements and ensure accuracy

You’ll coordinate with clients, attorneys,



and internal stakeholders to facilitate account transfers

You’ll research and resolve inquiries, communicating updates and resolutions in a timely manner

You’ll maintain accurate records and update internal systems throughout the transfer process

You’ll ensure fiduciary, legal, and internal requirements are satisfied before account transfers are completed

Skills and Qualifications

3+ years of experience in trust administration, estate administration, fiduciary services, wealth management, or a related financial services environment

Experience reading and interpreting trust documents and understanding fiduciary principles

Strong client service experience supporting high-touch client relationships

Proven ability to coordinate with attorneys, beneficiaries, clients, and business partners

Excellent verbal and written communication skills with a professional and polished approach

Strong organizational skills, attention to detail, and ability to manage multiple priorities

Patient, empathetic, and comfortable supporting retirees and other clients requiring additional guidance

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.

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📌 Client Service Representative (Ontario)
🏢 Altis Technology
📍 Ontario