Hybrid Trust Transition Specialist Role

Drive successful trust account transfers as a Trust Transition Specialist in a hybrid model based in Toronto. This role emphasizes client service and coordination with various stakeholders.
Over a 12-month contract, you will support a major trust account transition project in the financial services sector. Your main duties include helping clients with inquiries, ensuring documentation accuracy, and maintaining compliance with fiduciary regulations. You'll work closely with retirees and legal professionals to provide clarity during the transfer process.
Key Responsibilities:
• Serve as a liaison for client and attorney inquiries
• Verify trust document details for accuracy
• Facilitate account transfers in collaboration with stakeholders
• Communicate timely updates to clients and partners
• Document records accurately throughout the transitions
Requirements:
• Minimum of 3 years in fiduciary services or related fields
• Proficient in interpreting legal tru...