Estates & Trusts Administrator – Hybrid Role

EQ Bank | Equitable Bank; Vancouver; Hybrid; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive discretionary bonus

Market leading RRSP match program

Medical, dental, vision, life and disability benefits

Employee Share Purchase Plan

Generous vacation policy and personal days

Job summary

A financial institution in Vancouver is seeking a Trust Administrator to manage estate and trust files, ensuring compliance with legal and financial requirements. The ideal candidate will possess strong analytical and communication skills, with a background in financial services. This role offers a competitive bonus structure and opportunities for professional development, including a market-leading RRSP match program.

Qualifications

• Two years in trust or financial services industry with experience in administrative capacity.
• Basic knowledge of current trust law and legislative requirements in all common law provinces.

Responsibilities

• Ensure estate/trust administration per Will/Trust Deed.
• Identify crucial dates, deadlines, and follow-ups.
• Initiate and complete asset redemption and transfer.
• Act as a client relationship manager with external parties.
• Prepare documentation for income tax returns.

Skills

Innovest system knowledge

Excellent Microsoft office skills

Excellent analytical and problem solving skills

Comprehensive written and oral communication skills

Ability to communicate with professionals at all levels

Concern for Order, Quality and Compliance

Listening, Understanding & Responding

Results Orientation

Teamwork & Co-operation

Education

Post-secondary education in business administration or related field

Enrolment in the first course of the Certificate program through STEP

Job description

A financial institution in Vancouver is seeking a Trust Administrator to manage estate and trust files, ensuring compliance with legal and financial requirements. The ideal candidate will possess strong analytical and communication skills, with a background in financial services. This role offers a competitive bonus structure and opportunities for professional development, including a market-leading RRSP match program.