07 Nov
|
Legacy-Private-Trust-1
|
Ontario
07 Nov
Legacy-Private-Trust-1
Ontario
Trust administration and client service define this in-office position at Legacy Private Trust, with hybrid remote scheduling available after probation.
The Trust Administrator provides specialized administrative support within Legacy Private Trust’s Trust Department. You will complete daily financial processes, investigate errors, manage account transactions, and support personalized client service. The work includes collaboration with department members, banking teams, advisors, clients, and third parties.
Key Responsibilities: Run daily processes and investigate errors
Process debits, deposits, withdrawals, and account transactions
Prepare wire transfer and cheque documentation
Reconcile statements and complete weekly reports
Support client meetings, audits, and process improvements
Requirements: One or more years in trust or financial services
Post-secondary diploma or degree preferred
Accounting background is an asset
Working knowledge of Trust and Estate Administration preferred
Robust organization, discretion, communication, and problem-solving skills
Bring trust administration, reconciliation, and client relationship skills to Legacy Private Trust’s detail-focused service environment.
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📌 Trust Administration Specialist (Ontario)
🏢 Legacy-Private-Trust-1
📍 Ontario