Tax | Law | Accounting. Explore what's possible.
Calgary, Alberta
Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting. We bring together Canadian and US legal and accounting professionals experienced in tax, law, and accounting to ensure you’re covered from every angle. Whether you’re a business owner, a C-suite executive, a professional athlete, or are building your good fortune in one of many other ways, our goal is to unite your success with our expertise and ensure the situations in your life where tax, accounting, and legal are concerned feel as easy and stress-free as possible. We offer timely, bespoke, creative, and fire-tested solutions to protect your wealth and help you take advantage of opportunities. By offering these services under one roof, we are able to see everything from an elevated perspective, arrive at answers before they become questions, and chart the best path forward for your individual situation. Together, we’ll explore what’s possible.
On-site · Calgary
The Trust Administration Assistant will provide administrative support for trust-related matters within the private client division. Responsibilities include managing documentation and assisting with the operational requirements of trust administration.
On-site · Calgary
The assistant will maintain trust records, manage deadlines, and support the trustee with meeting agendas and correspondence. They will also communicate directly with clients, accountants, banks, and the CRA regarding trust operations.