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Added 22 hours ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
Added 7 mins ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 7 mins ago
C
Manager, Engineering
Cvent
Fredericton, NB
- Full-time
We’re looking for a hands-on Engineering Manager to lead one or more Registration sprint teams - someone who combines strong people leadership with technical credibility. You will be…
Added 22 mins ago
SA
Planning Manager
Scheffer Andrew Ltd.
Edmonton, AB
- Full-time
We are seeking a Planning Manager to join our Edmonton team. This senior role is suited to an experienced planning professional with strong land development expertise, Alberta municipal…
Added 22 mins ago
LP
Trust Administrator
Legacy Private Trust
Toronto, ON
- Full-time
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…
Added 22 mins ago
CM
Human Resources Manager
Canadian Mental Health Association
Kenora, ON
- Full-time
Learning & professional development opportunities
Added 22 mins ago
DC
Part Time Driver - Peterborough
Diabetes Canada / National Diabetes Trust
Kawartha Lakes, ON · Peterborough, ON · Lakefield, ON
- Part-time
Reporting to the Operations Manager, this critical role will work up to 29 hours per week, driving established routes to collect donated clothing and household items from our valued…
Added 37 mins ago
BR
Quality Control Technician
BDO Recruitment Services - Canada
Chatham-Kent, ON
- Full-time
Professional, safety-focused approach, including sound judgement in fast-paced or stressful situations.
Added 37 mins ago
Coordinator, Rental Experience
YMCA of Lethbridge
Lethbridge, AB
Collaborate with the Member Experience and Acquisition Manager in the development, implementation, and evaluation of innovative member services.
Added 37 mins ago
Coordinator, Aquatics Programs
YMCA of Lethbridge
Lethbridge, AB
Provide supervision to the Aquatics team, including onboarding, scheduling, and coaching, with support from the Aquatic Manager.
Added 37 mins ago
Attendant, Member Experience
YMCA of Lethbridge
Lethbridge, AB
Member Experience Leaders, including Manager, Member Experience and Acquisitions
Added 37 mins ago
OSC Early Childhood Educator (Level 2)
YMCA of Lethbridge
Coalhurst, AB · Lethbridge, AB
Added 37 mins ago
CM
2026-041 - PFT IT Specialist - Level 1
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 37 mins ago
CM
2026-003 - Casual Registered Practical Nurse (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Part-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 37 mins ago
CM
2026-002 - Casual Personal Support Worker (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Part-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 37 mins ago
CM
2026-001 - Casual Residential Counsellor (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Part-time
The Residential Counsellor, reporting to the Program Manager, works as a member of a multi-disciplinary team to provide ongoing side-by-side in-house and community support, Activities of…
Added 37 mins ago
CM
2026-055 - PFT Registered Practical Nurse (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 37 mins ago
CM
2026-056 - TFT IMPACT Transitional Worker
Canadian Mental Health Association HPE
Bancroft, ON · Madoc, ON · Tweed, ON
- Full-time
…Transitional Worker (ITW), under the general guidance of the Program Manager, is responsible for providing short-term, transitional case management services to individuals (primarily…
Added 37 mins ago
CM
2026-057 - TFT Residential Counsellor (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Residential Counsellor, reporting to the Program Manager, works as a member of a multi-disciplinary team to provide ongoing side-by-side in-house and community support, Activities of…
Added 37 mins ago
CM
2026-053 - TFT Concurrent Disorders Case Manager (The Bridge)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Concurrent Disorders Case Manager provides specialized case management services to individuals experiencing co-occurring substance use and mental health challenges. Reporting to the…
Added 37 mins ago
CM
2026-060 - PFT Addictions Counsellor - RAAM (Picton)
Canadian Mental Health Association HPE
Prince Edward, ON
- Full-time
The Addictions Counselor, reporting to the Program Manager, works as part of a multi-disciplinary team and is responsible for providing low barrier access to evidence-based and integrated…
Added 37 mins ago
CM
2026-061 - TFT Housing Case Manager (Belleville)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Housing Case Manager, reporting to the Program Manager, works as a member of a multi-disciplinary team. The primary duty of this position is to assist and support individuals with a…
Added 37 mins ago
CM
2026-065 - TPT Residential Counsellor (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Part-time
The Residential Counsellor, reporting to the Program Manager, works as a member of a multi-disciplinary team to provide ongoing side-by-side in-house and community support, Activities of…
Added 37 mins ago
CM
2026-062 - PFT Program Manager, Regional Multidisciplinary Teams
Canadian Mental Health Association HPE
Prince Edward, ON · Quinte West, ON
- Full-time
The Program Manager, Regional Multidisciplinary Teams provides operational, clinical, and administrative leadership for one or more regional multidisciplinary teams delivering integrated…
Added 37 mins ago
CM
2026-063 - PFT Senior Financial Analyst
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Canadian Mental Health Association Hastings Prince Edward (CMHA HPE) provides a wide range of services and programs to support individuals aged 16 and older in achieving their mental…
Added 37 mins ago
CM
2026-067 - PFT Residential Counsellor (Residential Programs)
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
The Residential Counsellor, reporting to the Program Manager, works as a member of a multi-disciplinary team to provide ongoing side-by-side in-house and community support, Activities of…

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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