Blue Bridge Wealth Management
Director (Lawyer or Notary), Trust Administration
5 years + | Montreal (with partial telecommuting)
- Would you like to use your legal training in a different context?
- Do you understand the importance of providing impeccable service to a sophisticated clientele?
- Do you enjoy coordinating projects and working with multidisciplinary teams?
Our client, Blue Bridge Wealth Management (“Blue Bridge”) is a company founded more than 20 years ago and today, is a recognized financial institution and an independent Family Office. Working with wealthy families and individuals who wish to preserve, grow and pass on their wealth, Blue Bridge has developed an approach that crosses many disciplines, including investing, financial planning, family governance and philanthropy.
To meet their needs, we are looking for a lawyer or a notary to join this team and to see to the administration of the trusts for which Blue Bridge acts as trustee.
On a daily basis, you will ensure the sound operation of transactions involving these trusts. In regular contact with clients, you will ensure the management of various requests received by the beneficiaries as well as their compliance with the wishes of the settlor of the trusts. In particular, you will oversee the liquidation of assets in different jurisdictions, outsource analysis of financial arrangements, coordinate transactions with various stakeholders, ensure disbursements, work closely with the internal legal department, etc. You will oversee a team of three support staff.
Do you want to put your knowledge of corporate and business law to good use? Do you have an interest in wealth planning, wealth management and finance, and have basic tax reflexes (knowing that you will work with recognized firms in the field)? If you are a member of the Bar of a Canadian province or of the Chamber of Notaries, are want to innovate, contact us! Ref.: #32187
This is a mandate entrusted exclusively to ZSA. CV sent to or contacts made with Blue Bridge will be redirected to ZSA for analysis.