Location:Toronto, ON (Hybrid, 3 days onsite per week, including Tuesdays and Thursdays, plus 1 versatile onsite day)Language:Excellent written and spoken English communication skills requiredDuration:12-Month ContractBackground Check Requirement:Must be eligible to complete any required financial services screening and verification processesAbout the OpportunityWe 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 YouGain valuable experience supporting a specialized trust and fiduciary services projectWork alongside experienced professionals in financial services and trust administrationEnjoy a collaborative environment that values professionalism, accuracy, and client careDevelop expertise in trust account transitions, fiduciary processes, and stakeholder coordinationContribute to meaningful client outcomes while building your professional networkYour ResponsibilitiesYou'll respond to inquiries from clients, attorneys, internal partners, and external professionals regarding trust account transitionsYou'll review trust documentation to confirm transfer requirements and ensure accuracyYou'll coordinate with clients, attorneys,



and internal stakeholders to facilitate account transfersYou'll research and resolve inquiries, communicating updates and resolutions in a timely mannerYou'll maintain accurate records and update internal systems throughout the transfer processYou'll ensure fiduciary, legal, and internal requirements are satisfied before account transfers are completedSkills and Qualifications3+ years of experience in trust administration, estate administration, fiduciary services, wealth management, or a related financial services environmentExperience reading and interpreting trust documents and understanding fiduciary principlesStrong client service experience supporting high-touch client relationshipsProven ability to coordinate with attorneys, beneficiaries, clients, and business partnersExcellent verbal and written communication skills with a professional and polished approachStrong organizational skills, attention to detail, and ability to manage multiple prioritiesPatient, empathetic, and comfortable supporting retirees and other clients requiring additional guidanceWe 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.

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