Trust Officer, Estates And Trusts

Heritage Trust; West Vancouver; Sur place; CAD 90 000 - 140 000; Plein temps

Résumé du poste

Heritage Trust Company Inc. in West Vancouver, BC, seeks a Trust Officer, Estates and Trusts for a full-time, on-site role. You will administer estates, trusts, powers of attorney, and related fiduciary appointments, ensuring compliance with laws and internal policies.

You will lead client communications, coordinate asset distribution, and maintain precise records. Responsibilities include reviewing wills, preparing reports, monitoring cash positions, and supporting continuous fiduciary process

Qualifications

• Strong knowledge of estates, trusts, and fiduciary administration; familiarity with BC laws.
• Client service and relationship management; clear, empathetic communication.
• Analytical and organizational skills to manage multiple files and deadlines.
• Financial literacy; experience with account statements and cash flows.

Responsabilités

• Administer estates, trusts, powers of attorney and fiduciary appointments.
• Review wills and trust documents; coordinate asset collection and distribution.
• Prepare reports and maintain accurate documentation; support stakeholders.

Connaissances

Estates & Trusts

Client relations

Analytical skills

Financial literacy

Trust software

Team collaboration

Ethical judgment

Formation

Post-secondary education in law/business/finance

Outils

Trust management software

Description du poste

Company Description

Heritage Trust Company Inc. is a leading independent trust company in British Columbia, regulated by the BC Financial Services Authority. The firm provides caring and professional executor, trustee, power of attorney, committee, escrow, and family office services to clients across the province. As one of the fastest-growing trust companies in BC, Heritage Trust focuses on estates and trusts that often involve complex and sensitive issues. The team supports beneficiaries and stakeholders through challenging circumstances while helping business families achieve long-term strategic, wealth, and family objectives. Heritage Trust also regularly acts as escrow agent and mutual fund trustee in full compliance with regulatory and business requirements.

Role Description

The Trust Officer, Estates and Trusts is a full-time, on-site role based in West Vancouver, BC. This role is responsible for administering estates, trusts, powers of attorney, and related fiduciary appointments, ensuring compliance with legal, regulatory, and internal policies. Day-to-day responsibilities include managing client relationships, reviewing and interpreting wills and trust documents, coordinating asset collection and distribution, and maintaining accurate records and documentation. The Trust Officer will work closely with beneficiaries, legal counsel, financial advisors, and other stakeholders to resolve issues, answer inquiries, and support informed decision-making. The role also involves preparing reports, monitoring investment and cash positions within accounts, and contributing to the continuous improvement of fiduciary processes and client service standards.

Qualifications

• Strong knowledge of estates, trusts, and fiduciary administration, including interpretation of wills and trust documents and familiarity with relevant BC laws and regulations.
• Client service and relationship management skills, with the ability to communicate clearly and empathetically with beneficiaries, families, and professional advisors.
• Analytical and organizational skills to manage multiple complex files, maintain accurate documentation, and meet deadlines in a detail-oriented environment.
• Financial literacy and comfort working with account statements, cash flows, and basic investment concepts relevant to estate and trust administration.
• Proficiency with office productivity software and trust/estate management systems, including secure handling of confidential information.
• Ability to collaborate within a multidisciplinary team while exercising sound judgment and ethical decision-making in sensitive situations.
• Post-secondary education in law, business, finance, accounting, or a related field; professional designations such as TEP, CFP, CPA, or equivalent training in trust and estate administration are considered assets.
• Prior experience in a trust company, legal practice, wealth management, or related fiduciary services environment is strongly preferred.