Client Service Representative

Altis Technology; Toronto; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

Altis Technology in Toronto, Ontario, is seeking a Trust Account Transition Specialist for a 12-month contract. The role involves serving as a primary contact for clients, attorneys, and internal partners to ensure smooth trust account transfers while meeting fiduciary and legal requirements.

You will work with retirees, beneficiaries, legal professionals, and internal stakeholders to provide guidance and navigate a complex process with confidence and clarity.

Qualifications

• 3+ years of experience in trust administration, estate administration, fiduciary services, wealth management, or related financial services environment.
• Experience reading and interpreting trust documents and understanding fiduciary principles.
• Strong client service experience supporting high-touch client relationships.
• Proven ability to coordinate with attorneys, beneficiaries, clients, and business partners.
• Excellent verbal and written communication skills with a professional and polished approach.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Patient, empathetic, and comfortable supporting retirees and other clients requiring additional guidance.

Responsibilities

• Respond to inquiries from clients, attorneys, internal partners, and external professionals regarding trust account transitions.
• Review trust documentation to confirm transfer requirements and ensure accuracy.
• Coordinate with clients, attorneys, and internal stakeholders to facilitate account transfers.
• Research and resolve inquiries, communicating updates and resolutions in a timely manner.
• Maintain accurate records and update internal systems throughout the transfer process.
• Ensure fiduciary, legal, and internal requirements are satisfied before account transfers are completed.

Skills

Trust administration

Client service

Coordination

Attention to detail

Verbal communication

Written communication

Organizational skills

Empathy

Job description

Location:

Toronto, ON (Hybrid, 3 days onsite per week, including Tuesdays and Thursdays, plus 1 flexible onsite day)

Language:

Excellent written and spoken English communication skills required

Duration:

12-Month Contract

Background Check Requirement:

Must be eligible to complete any required financial services screening and verification processes

About the Opportunity

We are seeking a Trust Account Transition Specialist to support a large-scale trust account transfer initiative within a well-established financial services environment. In this role, you will serve as a key point of contact for clients, attorneys, and internal partners, helping ensure trust accounts are transitioned smoothly while meeting fiduciary, legal, and operational requirements.

This opportunity is ideal for someone who enjoys combining client service with administrative coordination and trust administration. You will work closely with retirees, beneficiaries, legal professionals, and internal stakeholders, providing guidance, answering questions, and helping clients navigate what can often be a complex process with confidence and clarity.

What’s In It for You

• Gain valuable experience supporting a specialized trust and fiduciary services project
• Work alongside experienced professionals in financial services and trust administration
• Enjoy a collaborative environment that values professionalism, accuracy, and client care
• Develop expertise in trust account transitions, fiduciary processes, and stakeholder coordination
• Contribute to meaningful client outcomes while building your professional network

Your Responsibilities

• You’ll respond to inquiries from clients, attorneys, internal partners, and external professionals regarding trust account transitions
• You’ll review trust documentation to confirm transfer requirements and ensure accuracy
• You’ll coordinate with clients, attorneys, and internal stakeholders to facilitate account transfers
• You’ll research and resolve inquiries, communicating updates and resolutions in a timely manner
• You’ll maintain accurate records and update internal systems throughout the transfer process
• You’ll ensure fiduciary, legal, and internal requirements are satisfied before account transfers are completed

Skills and Qualifications

• 3+ years of experience in trust administration, estate administration, fiduciary services, wealth management, or a related financial services environment
• Experience reading and interpreting trust documents and understanding fiduciary principles
• Strong client service experience supporting high-touch client relationships
• Proven ability to coordinate with attorneys, beneficiaries, clients, and business partners
• Excellent verbal and written communication skills with a professional and polished approach
• Strong organizational skills, attention to detail, and ability to manage multiple priorities
• Patient, empathetic, and comfortable supporting retirees and other clients requiring additional guidance

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.