25 Sep
|
Altis Technology
|
Toronto
25 Sep
Altis Technology
Toronto
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 environment.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 transfersReview and confirm trust documentation for accuracyCoordinate account transitions with various stakeholdersProvide timely updates and resolve client inquiriesKeep detailed records and track progress in internal systemsRequirements:3+ years in financial services or related fiduciary rolesStrong understanding of trust documents and principlesExceptional client service experience in high-touch scenariosProfessional verbal and written communication skillsMeticulous attention to detail and organizational abilityBring your trust and client engagement expertise to this essential role in a cooperative workspace.
📌 Hybrid Trust Administration Specialist Toronto
🏢 Altis Technology
📍 Toronto