Trust Administrator - Toronto, Canada - Legacy Private Trust

Legacy Private Trust

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Position Overview:

Legacy Private Trust is looking for a versatile trust or financial services industry professional to join our company The Trust Administrator is responsible for providing high-quality administrative support and highly specialized and personalized client service through their duties and responsibilities.

The Trust Administrator will work with Trust Department members to ensure that regular processes are completed in a timely and efficient manner and that special requests are dealt with quickly and professionally in order to provide the highest standard of service to clients.

Requirements:

Postsecondary diploma/degree;
1+ years of experience in the trust or financial services industries;
An accounting background is an asset;
Working knowledge of Trust and Estate Administration;
Ability to work as a productive member of a team;
Ability to deliver a high standard of client service; and
Ability to manage client relationships.

Skills:

Strong work ethic;
Strongly focused on client service;
Organization and the ability to prioritize;
Accountability to the Trust Manager;
Teamwork with all department members;
Strong problemsolving skills;
Ability to complete timesensitive tasks efficiently and effectively;
Ability to handle highpressure situations with ease;
Discretion with confidential information;
Very detailoriented;
Critical thinking; and
Good communication and interpersonal skills.

Job Functions and Responsibilities:

Run daily processes and investigate any errors;
Prepare cheque requisitions and deposits for client accounts;
Capture daily account transactions;
Daily communications with banking team;
Prepare wire transfer documentation;
Obtain bank drafts;
Reconcile statements with software monthly;
Enter thirdparty transactions/reconcile statements;
Contact third party advisors to raise funds;
Assist department members with accountspecific administrative tasks including the preparation of Asset & Liability statements, client accounting, collection of fees and other related duties depending on the type of account;
Assist other Trust Department members in preparing for client meetings and document preparation;
Assist with department file audit processes;
Accompany department members on offsite client business when required;
Attend meetings with clients and/or third parties and record meeting minutes;
Complete weekly reconciliation report procedure;
Participate in internal projects;
Proactively identify and recommend opportunities for process improvement or client service; and
Other duties as required.

Company Description:

At Legacy Private Trust we specialize in professional fiduciary services including the management and administration of trusts, estates, power of attorneys, agencies, guardianships, foundations and tax & accounting services.

Legacy Private Trust offers a dynamic workplace and an employer-paid benefits package.

This position is an in office position with the option to participate in our hybrid remote work schedule after the probationary period.