Vp, Personal Trust Services

Franklin Templeton

Toronto, Canada
Base: $175,000 - $200,000 cad; bonus/equity: discr...
Estate and trust administration expertise
Strong relationship management skills
Risk management collaboration
The VP, Personal Trust Services will grow and service Fiduciary Trust assets under administration 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 by providing professional Estate Planning, Executor and Trustee services to high-net-worth clients.
  • This role involves collaborating with internal and external stakeholders to deliver a personalized client experience.
  • Franklin Templeton offers a competitive compensation package including an annual discretionary bonus and comprehensive benefits.

Matching Summary

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

Salary

Base: $175,000 - $200,000 CAD; Bonus/Equity: discretionary bonus; Benefits: comprehensive healthcare options, insurance, and disability benefits

Skills & Requirements

Must-have

  • Estate and Trust administration expertise
  • Strong relationship management skills
  • Risk management collaboration

Nice-to-have

  • Continuous improvement mindset
  • Ability to work independently
  • Cultural adaptability

Key Requirements

  • 7+ years of experience in Estate and Trust administration
  • Estate and Trust credentials required
  • Solid understanding of trust accounting principles

Work Rights

Not specified

Tailored Resume

Cover Letter