Job Description & How to Apply Below
In this position, you'll work alongside seasoned Trust professionals, focusing on high-net-worth clients.
Your role will include participating in client meetings, administering estate and trust accounts, and enhancing your expertise in trust solutions. This is an ideal opportunity for candidates with backgrounds in paralegal, law clerk, or estate administration to advance their careers in Private Trust.
Key Responsibilities:
• Administer select estate, trust, and agency accounts
• Build trusted client relationships and engage with families
• Participate in client meetings for complex matters
• Maintain operational and risk management standards
• Elevate complex or high-risk issues appropriately
Requirements:
• Undergraduate degree or College diploma preferred
• 2+ years relevant experience in Private Trust or estate administration
• Interest in CETA and TEP certifications
• Strong client and relationship management skills
• Office-based role, 5 days a week
Combine your client-service skills with trust expertise to make a meaningful impact at TD Wealth.
Position Requirements
10+ Years
work experience
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