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.

📌 Trust Administration Specialist (Canada)
🏢 Legacy-Private-Trust-1
📍 Canada