Enhance your client service skills as a Trust Account Transition Specialist in Toronto. This hybrid role focuses on managing complex trust account transfers while providing exceptional client support.
As part of a 12-month contract, you will coordinate with clients, attorneys, and internal partners in a well-established financial services environment. Your responsibilities will include responding to inquiries, reviewing trust documentation, and ensuring all fiduciary and legal requirements are met for seamless account transitions.
Key Responsibilities:
• Respond to client and attorney inquiries about trust transitions
• Review trust documents to confirm transfer accuracy
• Coordinate with stakeholders to facilitate account transfers
• Communicate updates and resolutions to clients promptly
• Maintain accurate records during the transfer process
Requirements:
• 3+ years in trust or estate administration
• Experience interpreting trust documents
• Strong ...