Trust Administrator

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.

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 docume...