Vp, Personal Trust Services

Fiduciary Trust International

Toronto, Ontario, Canada
Base: $175,000 - $200,000 cad; bonus/equity: annua...
Estate and trust administration expertise
Client relationship management
Estate planning document preparation
The VP, Personal Trust Services will grow and service Fiduciary Trust assets under administration (AUA) by providing professional Estate Planning, Executor and Trustee services to high-net-worth clients

Job Summary

  • The VP, Personal Trust Services will grow and service Fiduciary Trust assets under administration (AUA) by providing professional Estate Planning, Executor and Trustee services to high-net-worth clients.
  • Responsibilities include providing a best-in-class personalized client experience, managing complex estates and trusts, and collaborating with clients and their legal representatives to develop tailored estate plans.
  • The company offers a competitive and valuable range of total rewards, including base compensation, annual discretionary bonus, corporate pension plan, and a comprehensive benefits package.

Matching Summary

The VP, Personal Trust Services will grow and service Fiduciary Trust assets under administration (AUA) by providing professional Estate Planning, Executor and Trustee services to high-net-worth clients.

Salary

Base: $175,000 - $200,000 CAD; Bonus/Equity: annual discretionary bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Estate and Trust administration expertise
  • Client relationship management
  • Estate planning document preparation
  • Collaboration with legal and financial professionals
  • Risk management in fiduciary services

Nice-to-have

  • Holistic wealth management strategies
  • Cross-cultural exposure
  • Continuous improvement mindset
  • Positive work environment modeling

Key Requirements

  • 7+ years of experience in Estate and Trust administration
  • Estate and Trust credentials (e.g. MTCI, TEP, CA or LLB)
  • Strong background in estate planning
  • Solid understanding of modern portfolio theory
  • Solid understanding of trust accounting principles
  • Solid understanding of personal and estate taxation

Work Rights

Not specified

Tailored Resume

Cover Letter