Talent.com
Trust Administrator
Trust AdministratorLegacy Private Trust • Toronto, ON, Canada
Trust Administrator

Trust Administrator

Legacy Private Trust • Toronto, ON, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Job Description

Job Description
Salary:

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.


Job Functions and Responsibilities:

  • Run daily processes and investigate any errors;
  • Process pre-authorized debit transactions;
  • Prepare cheque requisitions and deposits for client accounts;
  • Capture daily account transactions;
  • Prepare deposit and withdrawal certificates;
  • Daily communications with banking team;
  • Prepare wire transfer documentation;
  • Obtain bank drafts;
  • Reconcile statements with software monthly;
  • Enter third-party transactions/reconcile statements;
  • Contact third party advisors to raise funds;
  • Assist department members with account-specific 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 off-site 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.


Requirements:

  • Post-secondary diploma/degree preferred;
  • 1+ years of experience in the trust or financial services industries;
  • An accounting background is an asset;
  • Working knowledge of Trust and Estate Administration preferred;
  • 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 problem-solving skills;
  • Basic French reading skills an asset;
  • Ability to complete time-sensitive tasks efficiently and effectively;
  • Ability to handle high-pressure situations with ease;
  • Discretion with confidential information;
  • Very detail-oriented;
  • Critical thinking; and
  • Good communication and interpersonal skills.


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.


Legacy Private Trust encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process.


We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Créer une alerte emploi pour cette recherche

Trust Administrator • Toronto, ON, Canada

Offres similaires

Credit Collections Manager

Elect CapitalGreater Toronto Area, Canada, Canada
Temps plein

Elect Capital backs ambitious UK, Canadian and US businesses with capital that cuts through the noise.Built for speed, edge and action, we deliver funding where others stall.We’re not here to reinv...Voir plus

 • Offre sponsorisée

In-house Corporate Counsel (Insurance Industry) - newmarket

ZSA Canadanewmarket, on, ca
Temps plein

Our client - an international company that offers specialty insurance - is looking for a new lawyer to join its Canadian in-house team.The ideal candidate will have at least 4 years' experience in ...Voir plus

 • Offre sponsorisée

National Practice Lead, Real Estate Insurance - HUB International Canada

HUB International Canadarichmond hill, on, ca
Temps plein

We believe in protecting and supporting the aspirations of individuals, families, and businesses.We help our clients evaluate their risks and develop solutions tailored to their needs.We believe in...Voir plus

 • Offre sponsorisée

Mortgage Funding Administrator

MCAPToronto, ON, CA
Temps plein +1

Mortgage Funding Administrator.Joining MCAP means you will be part of our diverse workforce of highly talented individuals who are recognized for their expertise and success! At MCAP, your professi...Voir plus

 • Offre sponsorisée

Property Administrator

FitzroviaToronto, ON, Canada
Temps plein

Fitzrovia is seeking to hire a.The role involves supporting the Property Manager and Regional team with various administrative tasks, including delivering excellent customer service to residents, h...Voir plus

 • Offre sponsorisée

Trust Administrator

Legacy Private TrustToronto, ON, CA
Temps plein

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 administrati...Voir plus

 • Offre sponsorisée

Transfers Administrator

AvisoToronto, ON, CA
Temps plein

At Aviso, we are dedicated to improving the financial well‑being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, a...Voir plus

 • Offre sponsorisée

Senior Corporate Estate Administrator, Restructuring and Recovery

emergiTEL Inc.Toronto
Temps plein

Location: Toronto, ON | Industry: Professional Services | Employment Type: Full-Time Hybrid.Our client, a dynamic mid-sized advisory firm with a strong presence in corporate restructuring and insol...Voir plus

 • Offre sponsorisée

Team Administrator - Brunel

Bruneltoronto, on, ca
Temps plein

Location: Hybrid- 3 days in office.Contract: 8 Months (Mat Leave).Our client is seeking candidates for a Toronto-based Team Administrator to support a Corporate Affairs & Communications team across...Voir plus

 • Offre sponsorisée

Commercial Risk Placement Broker

KRGinsureGreater Toronto Area, Canada, Canada
Temps plein +1

KRGinsure, a trusted tradename of RRJ Insurance Group Ltd.Ontario’s leading brokerages with branch offices across Southern Ontario.We pride ourselves on tailored solutions, strong market relationsh...Voir plus

 • Offre sponsorisée

Mortgage Defaults Support Administrator

EQ Bank | Equitable BankToronto, ON, CA
Temps plein

Drive mortgage default management as a Mortgage Defaults Support Administrator.Manage statements, process payments, and ensure accuracy for residential and commercial loans in a hybrid role.This po...Voir plus

 • Offre sponsorisée • Nouvelle offre

Administrator, Company Cars

Mitsubishi Motor Sales of Canada, Inc.toronto, on, ca
Temps plein

Mitsubishi Motor Sales of Canada, Inc.We are committed to building an environment where all employees and customers feel valued, respected, and supported.Mitsubishi Motor Sales of Canada, Inc.All e...Voir plus

 • Offre sponsorisée

Mortgage Funding Administrator

MCAP Group of CompaniesToronto
Temps plein +1

Mortgage Funding Administrator.Joining MCAP means you will be a part of our diverse workforce of highly talented individuals who are recognized for their expertise and success! At MCAP, your profes...Voir plus

 • Offre sponsorisée

Administrator, Investor Services - Equiton

Equitontoronto, on, ca
Temps plein

Reporting to the Manager of Investor Services, the Administrator, Investor Services is responsible for providing a ‘best- in- class’ investor experience.This is achieved by ensuring that all servic...Voir plus

 • Offre sponsorisée

National Practice Lead, Real Estate Insurance - newmarket

HUB International Canadanewmarket, on, ca
Temps plein

We believe in protecting and supporting the aspirations of individuals, families, and businesses.We help our clients evaluate their risks and develop solutions tailored to their needs.We believe in...Voir plus

 • Offre sponsorisée

REMOTE Encompass Administrator -Contract

JobotToronto, ON, CA
Télétravail
Temps plein

REMOTE Encompass Administrator - Contract.This range is provided by Jobot.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Highly Reputable Mortg...Voir plus

 • Offre sponsorisée

Transfers Administrator

Aviso WealthToronto, ON, CA
Temps plein
Quick Apply

At Aviso, we are dedicated to improving the financial well-being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, a...Voir plus

Administrator, Investor Services

Equitontoronto, on, ca
Temps plein

Reporting to the Manager of Investor Services, the Administrator, Investor Services is responsible for providing a ‘best- in- class’ investor experience.This is achieved by ensuring that all servic...Voir plus