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Added 1 min ago
CB
Baker - Full-Time with Benefits- Stratford Mall
COBS Bread
Stratford, ON
- Full-time
…product, the development of our people and our warm and friendly customer…
Added 1 min ago
CB
Baker - Full-Time with Benefits- London North West
COBS Bread
London, ON
- Full-time
…product, the development of our people and our warm and friendly customer…
Added 1 min ago
A
Bilingual Supervisor, Transfers
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Support staff with escalated or complex issues and respond to all customer inquiries (internal/external) and ensure customer service levels are maintained within the department, updating…
Added 1 min ago
AN
North America Logistics Manager
Animal Nutrition & Health Nederland B.V.
Ayr, ON
- Full-time
Manage third-party warehouse, logistics, and transportation providers, ensuring operational performance, issue resolution, service level compliance, and KPI reporting.
Added 1 min ago
U
Sr. Community Developer - Far Cry
Ubisoft
Montreal, QC
- Full-time
The Senior Community Developer is a leader in creating global community engagement strategies that support player retention inside & outside of their experiences with our games. They will…
Added 1 min ago
SF
Commercial Account Manager
Summit Fleet
Leduc, AB
- Full-time
We believe great service starts with great people. That's why we invest in our employees, support professional growth, and create an environment where everyone's contributions matter.
Added 17 mins ago
CC
Global Account Manager
Cogent Communications
Montreal, QC
- Full-time
…connections at highly competitive prices. Cogent also offers superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay…
Added 17 mins ago
T
Full-Time Assistant Manager
Torrid
AB · Edmonton, AB
- Full-time
As an Assistant Store Manager, you'll assist in creating a team environment which fosters inclusivity and positive connections. In this role, you'll support the Store Manager by directing…
Added 17 mins ago
Cashier - Key Holder
Goodness Me! Natural Food Market
Hamilton, ON · Waterdown, ON
…is to be friendly, helpful and efficient, ensuring that each customer has a positive and memorable experience. Other tasks and duties you may perform…
Added 17 mins ago
Grocery Department Manager
Goodness Me! Natural Food Market
Hamilton, ON · Waterdown, ON
Goodness Me! is currently seeking an experienced and customer-focused, full-time Grocery Department Manager for our Waterdown store location.
Added 17 mins ago
LP
Trust Administrator
Legacy Private Trust
Toronto, ON
- Full-time
…Administrator is responsible for providing high-quality administrative support and highly specialized and personalized client service through their duties and responsibilities. The Trust…
Added 17 mins ago
CE
Working Foreman – Heavy Equipment / Field Service
Cropac Equipment Inc
Leduc, AB
- Full-time
Travel: Customer site visits as required, with occasional evening, weekend, and emergency service support based on operational needs.
Added 17 mins ago
DC
Part Time Driver - Peterborough
Diabetes Canada / National Diabetes Trust
Kawartha Lakes, ON · Peterborough, ON · Lakefield, ON
- Part-time
The National Diabetes Trust is Canada’s largest charitable clothing and small household good collection service. With more than 5,000 donations bins and an active home pick-up service in…
Added 17 mins ago
M
Store Manager - CF Pacific Center
MACKAGE
Vancouver, BC
- Full-time
−Inspire and motivate the team to high performance and exceptional customer service.
Added 17 mins ago
M
Seasonal Sales Support - McArthurGlen Outlets
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Richmond, BC
- Part-time
Reporting to the Store Manager, the Seasonal Sales Support provides assistance to the team members and is responsible for all areas listed below. They participate in all the essential…
Added 17 mins ago
M
Sales Associate - West Edmonton Mall
MACKAGE
Edmonton, AB
- Part-time
Reporting to the Store Manager, the Sales Associate provides an exceptional customer service, generates sales and participates in all essential duties to ensure an effective day-to-day…
Added 17 mins ago
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Seasonal Sales Support - CF Pacific Center
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Vancouver, BC
- Part-time
Reporting to the Store Manager, the Seasonal Sales Support provides assistance to the team members and is responsible for all areas listed below. They participate in all the essential…
Added 17 mins ago
M
Seasonal Sales Support - Halton Hills (Toronto Premium Outlets)
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Halton Hills, ON
- Part-time
Reporting to the Store Manager, the Seasonal Sales Support provides assistance to the team members and is responsible for all areas listed below. They participate in all the essential…
Added 17 mins ago
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Associé(e) à la vente / Sales Associate - Royalmount
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Montreal, QC
- Full-time
Reporting to the Store Manager, the Sales Associate provides an exceptional customer service, generates sales and participates in all essential duties to ensure an effective day-to-day…
Added 17 mins ago
M
Assistant Store Manager - CF Pacific Center
MACKAGE
Vancouver, BC
- Full-time
Reporting to the Store Manager, you will be responsible for the team and effective operations of the store from service, brand integrity, store standards, training to people performance.
Added 17 mins ago
M
Assistant Gérant du magasin / Assistant Store Manager - Royalmount Mall
MACKAGE
Montreal, QC
- Full-time
Reporting to the Store Manager, you will be responsible for the team and effective operations of the store from service, brand integrity, store standards, training to people performance.
Added 31 mins ago
Coordinator, Rental Experience
YMCA of Lethbridge
Lethbridge, AB
Customer service experience is considered an asset
Added 31 mins ago
Attendant, Member Experience
YMCA of Lethbridge
Lethbridge, AB
…member access and private rentals, and by providing exceptional customer service. The main goals of this position…
Added 31 mins ago
CM
2026-041 - PFT IT Specialist - Level 1
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
Excellent customer service and written and verbal communication skills with internal and external customers.
Added 31 mins ago
CM
2026-063 - PFT Senior Financial Analyst
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
Reporting to the Finance Manager, the Senior Financial Analyst is responsible for providing advanced financial analysis, reporting, budgeting, forecasting, and strategic financial support…

Legacy Private Trust

Trust Administrator

Toronto, ON, M5R 2S2, Canada

Full-time

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Job details

Job type: Full-time
Experience: 1+ years of experience in the trust or financial services industries;
Posting language: English
Posted: Nov 4, 2026

Original job description

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.

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More about this job

Responsibilities

The Trust Administrator provides high-quality administrative support and personalized client service by managing daily processes, transactions, and account documentation. They also assist department members with file audits, client meeting preparation, and reconciliation tasks to ensure efficient operations.

Requirements

Candidates should have a post-secondary diploma or degree and at least one year of experience in the trust or financial services industry. An accounting background and knowledge of trust and estate administration are considered strong assets for this role.

Skills

Trust administration
Financial services
Client service
Reconciliation
Transaction processing
Data entry
Problem-solving
Organization
Time management
Detail-oriented
Critical thinking
Communication
Interpersonal skills
Confidentiality
Accounting

Visa sponsorship

Not detected in the job text

Keywords

Trust Administration
Financial Services
Client Service
Reconciliation
Accounting
Estate Administration
Asset & Liability Statements
Wire Transfer
Bank Drafts
Fiduciary Services
Administrative Support
Transaction Processing
File Audit
Data Entry
Process Improvement

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