Trust Administration Assistant – part-time

Trust Administration Assistant – 1 year part-time contract

• Division: Moodys Private Client |

We are seeking a detail-oriented and motivated individual with a desire to develop their skills in trust administration. This entry-level role provides hands‑on experience, working directly with the trustee and our legal team to deliver a tailored, high-quality private client service.

• Maintaining diligent physical and digital trust records, including trust accounting records, handling mail
• Tracking and managing tasks and deadlines
• Supporting the trustee, preparing an agenda for trustee meetings
• Preparing simple legal documents and drafting correspondence
• Communicating directly with the clients, accountants, banks, the CRA, and other individuals, both via email and phone calls

• Strong organizational skills, attention to detail
• Ability to prioritize and handle multi-step administrative procedures
• At least 1 year of experience working in an office or an administrative role
• Legal assistant diploma (or equivalent) or experience working in a law firm or wealth management is preferred
• Internationally trained lawyers who intend to start the NCA process are welcome to apply

• Flexibility of a part-time schedule – 20 hours a week
• Exposure to practical aspects of thedaily operations of trusts
• Learning opportunity to enhance future roles in legal, financial and administrative sectors
• Opportunity to start building a professional network in the wealth management sector