lpt
Trust Administrator
Toronto, Ontario
Sponsorship not specifiedDetected 20 days ago
AccountingProcess ImprovementCommunicationProblem SolvingCritical Thinking
About the role
- Legacy Private Trust is looking for a versatile trust or financial services industry professional to join our company!
Responsibilities
- Assist other Trust Department members in preparing for client meetings and document preparation;
Requirements
- 1+ years of experience in the trust or financial services industries
- Ability to work as a productive member of a team
Nice to have
- Post-secondary diploma/degree preferred
- Working knowledge of Trust and Estate Administration preferred
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
Company info
- 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.
This listing is sourced directly from lpt's careers page and normalized into a canonical job model.