Trust Officer

Riverview Bank; Vancouver; On-site; CAD 90,000 - 145,000; Full time

Benefits offered by this job

Healthcare benefits

401K plan

Disability coverage

Life insurance

Vacation & sick time

Educational assistance

Several holidays

Job summary

Riverview Bank is seeking an experienced fiduciary professional to manage a portfolio of trust and estate accounts in Vancouver. The role provides fiduciary guidance, oversees trust administration, and coordinates with internal and external professionals to meet clients’ long-term financial and estate goals.

Expect 3-5 years in trust or fiduciary services, strong relationship-building skills, and the ability to expand client relationships. A Bachelor’s degree is required; CTFA/CFP is preferred.

Qualifications

• 3-5 years of experience in trust administration, estate planning, or fiduciary services.
• Direct client relationship experience with ability to grow the book of business.
• Some external center of influence network is beneficial.

Responsibilities

• Serve as primary contact for a portfolio of trust and estate accounts.
• Administer accounts per governing documents, laws, and policies.
• Coordinate with internal/external partners to manage activity and needs.
• Build and maintain relationships with clients, beneficiaries, attorneys, and advisors.
• Participate in client onboarding, including trust document review.
• Identify opportunities to expand relationships and promote trust/investment services.
• Monitor performance, conduct reviews, ensure compliance and risk oversight.
• Assist with estate settlements and interpretation of complex trust provisions.
• Stay current on fiduciary laws, industry trends, and planning best practices.

Skills

Relationship management

Fiduciary guidance

Trust administration

Client service

Communication skills

Education

Bachelor's degree or equivalent

CTFA or CFP preferred

Tools

Trust accounting systems

Microsoft Office Suite

Job description

Summary: This role manages a book of mostly trust accounts, provides fiduciary guidance, trust administration services, and delivers exceptional client service. This role involves relationship management, trust administration, estate planning support, and coordination with internal and external professionals to ensure clients’ long term financial and estate planning goals are met.

The salary for this role will be between $90,000 and $145,000. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards

Job Functions

• Serve as primary contact for a portfolio of trust and estate accounts (or others as part of a larger relationship or specialization).
• Administer accounts in accordance with governing documents, applicable laws, and Riverview Trust Company and Riverview Bank policies.
• Coordinate with internal and external partners (e.g., investment officers, external legal team, tax professional, operations) to manage account activity and resolve client needs.
• Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors or keep people within the client’s relationship team.
• Participate in client onboarding, including trust document review and account setup.
• Identify opportunities to expand relationships and promote trust and investment services.
• Monitor account performance in accordance with the IPS and investment team, conduct annual/all-encompassing relationship reviews, and ensure regulatory compliance and risk oversight is adhered to.
• Assist with estate settlements, trust administration and the interpretation of complex trust provisions as needed.
• Stay current on fiduciary laws, industry trends, and financial planning best practices.

Experience and Education

• 3-5 related years of experience in trust administration, estate planning, or fiduciary services.
• Direct Client relationship experience and history of expanding relationships, as well as experience with prospecting/looking for new opportunities to grow an existing book of business
• Some level of an external center of influence network

Bachelor's degree or the equivalent combination of education, training and experienceor an equivalent combination of education and experience. Cannon or ABA accreditations preferred (specifically CTFA or CFP)

Knowledge, Skills, and Abilities

• Solid understanding of trust law, estate planning concepts, and fiduciary responsibility.
• Demonstrated interpersonal, written, and verbal communication skills.
• High attention to detail and ability to manage multiple priorities.
• Client-focused mindset with a commitment to confidentiality and ethical conduct.
• Proficiency in trust accounting systems and Microsoft Office Suite

Physical Demands

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to frequently use computer and office equipment, such as a computer, printer, and copier, as well as computer software such as Microsoft Office.

This position also frequently requires being stationary at a workstation for long periods of time. The employee also needs to be able to adapt well in the face of workplace stressors such as customer service complaints and competing priorities of reasonable or high significance.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.