Charitable Portfolio Manager - Toronto - beBeeRelationship

    beBeeRelationship
    beBeeRelationship Toronto

    1 week ago

    Job title: Foundation Officer, Scotiatrust

    Description

    Job Title

    A highly skilled professional with expertise in Estate and Trust administration, Philanthropic Advisory Services is sought after to manage Private Foundation accounts from across Canada.

    About the Role

    We are seeking a Relationship Manager responsible for overseeing the administration of client Private Foundations accounts. The successful candidate will provide exceptional service to high net worth clients and charitable beneficiaries while ensuring timely and accurate account administration.

    • Fulfill the role of lead relationship manager responsible for administering a portfolio of client Private Foundations accounts.


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