Accounting & Finance

Trust Administration Assistant - 1 year part-time contract

Moodys Private Client Law LLP

Calgary · Ab · Canada

Trust Administration Assistant - 1 year part-time contract

Job Category : Administration

Requisition Number : TRUST

  • Posted : September 9, 2026
  • Part-Time
  • On-site

Locations

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Description

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.

Responsibilities:

  • Maintaining diligent physical and digital trust records, including trust accounting records, handling mail
  • Tracking and managing tasks and deadlines
  • Supporting the trustee, preparing anagenda 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

Qualifications:

  • Strong organizational skills, attention to detail
  • Ability to prioritize and handle multi-step administrative procedures
  • At least 1 year ofexperience working in an office or anadministrative 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

What We Offer:

  • 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

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Reference: WJ-291_11228024

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