Trust Administrator

at  Legacy Private Trust

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. This position will be working with our Client Services Associate supporting our cemetery and funeral home institutional 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;
• 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;
• 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.

• 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