Haris Riaz
Senior Trust & Legal Operations Manager Compliance & Process Optimization Lead at Clearestate
Based in Canada
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Seniority
Manager
Department
Legal
Location
Canada
Industry
Financial Services
Company size
81
Contact information
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h•••••••@clearestate.com
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Background
About Haris Riaz
Legal Operations, Compliance & Fiduciary Services professional with 7+ years of experience across estate & trust administration, client operations, and project management. I’ve blended trust/fiduciary expertise with legal operations, driving contract lifecycle management, compliance, vendor coordination, and risk mitigation to support high-value clients in wealth management, fintech, and legal-tech environments. As a CAPM® candidate and MBA aspirant (Winter 2026), I bring expertise in: Trust & Estate Administration: Fiduciary account management, probate/trust compliance, beneficiary comms, and fiduciary audits. Legal Operations & Contract Management: Conflict checks, engagement-letter review, e-signature workflows, eBilling, vendor management, and outside counsel coordination. Process Optimization & Risk: SOPs, workflow mapping, KPI dashboards (Excel & Power BI), compliance audits, risk registers. Project & Compliance Coordination: Charters, Gantt charts, cross-functional reporting, and timely execution of client & regulatory initiatives. I’m passionate about roles where I can blend fiduciary expertise, legal operations, and project management to drive efficiency, compliance, and exceptional client service. Let’s connect.
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