Executive Trust Officer

Location: Toronto, Ontario, Canada. The proportion of on-site and remote work will be discussed during the interview. Legal eligibility to work at the specified location is required, with a valid work or study permit where applicable.

Company

hirify.global is a relationship-oriented bank providing banking and wealth management services.

What you will do

• Manage and administer Estates, Trusts, and Powers of Attorney accounts.
• Partner with clients, beneficiaries, internal investment management and tax specialists, and external professionals.
• Oversee account onboarding, cash management, fee collection, account opening, compliance, and risk mitigation.
• Monitor investments for consistency with account objectives, governing documents, and legislation.
• Resolve operational, technical, and discretionary issues and improve administration processes.
• Supervise staff workflow and provide ongoing technical guidance.

Requirements

• 8–12 years of experience in the Estate and Trust industry.
• Detailed knowledge of accounting and investing sufficient to administer moderately complex estate, trust, and power of attorney accounts.
• Strong communication, collaboration, analytical thinking, and customer experience skills.
• Experience with people management, trust services, estate accounts, and powers of attorney.
• Legal eligibility to work in Canada is required; a valid work or study permit may be required where applicable.

Nice to have

• Member Trust Institute (MTI) designation.
• Trust and Estate Practitioner (TEP) designation.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation, wellbeing support, and personalized recognition programs.
• Access to technological tools, innovative workspaces, and professional development initiatives.
• Inclusive and accessible candidate and employee experience.

Hiring process

• The work arrangement will be discussed during the interview.
• An attribute-based assessment or other skills tests may be required, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during recruitment.