Start a rewarding career as a Hybrid Trust Administration Specialist in Toronto. This role bridges client service, administrative duties, and trusts management in a financial services workplace. This 12-month contract position as a Trust Account Transition Specialist is pivotal in ensuring seamless account transfers for clients.

With three years of experience in fiduciary services or estate administration, you will leverage your skills in communication and organization to assist retirees and beneficiaries throughout the transition process. Key Responsibilities:
Handle inquiries from clients and attorneys regarding account transfers
Review and confirm trust documentation for accuracy
Coordinate account transitions with various stakeholders




Provide timely updates and resolve client inquiries
Keep detailed records and track progress in internal systems Requirements:
3+ years in financial services or related fiduciary roles
Strong understanding of trust documents and principles
Exceptional client service experience in high-touch scenarios
Skilled verbal and written communication skills
Meticulous attention to detail and organizational ability Bring your trust and client engagement expertise to this essential role in a cooperative workspace.

📌 Hybrid Trust Administration Specialist Toronto
🏢 Altis Technology
📍 Toronto