Hybrid Trust Administration Specialist Toronto

Hybrid Trust Administration Specialist Toronto

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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: hybrid trust administration specialist toronto / toronto

Subscribe to this job alert:

Get the latest job offers by email for: hybrid trust administration specialist toronto / toronto