Trust Administrator

2 weeks ago

West Vancouver, Canada Heritage Trust Company Full time

**Your daily duties and responsibilities will include**:

- Under the guidance of senior trust officers, opening new files and managing basic trusts and estates while ensuring adherence to regulatory guidelines;
- Maintain accuracy of client information;
- Document all communications with clients;
- Maintaining a bring forward system;
- Occasional bank runs; and
- Providing assistance to trust officers in various administrative tasks related to trusts and estates.
- Assist Officers in all administrative functions
- Maintain records of written, oral and electronic communications as required with internal and external contacts.
- Assist trust officers in all aspects of administering trusts and estates as requested
- Assist with the identification, gathering and protection of client assets; confirm transfers and registrations
- Arrange and obtain appraisals of assets as required.
- Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
- Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner
- Assist in building and maintaining our Heritage Trust Wills Bank

**Job Details**:

- Building relationships with clients, beneficiaries and co-trustees is vital to the role
- Working alongside Trust Officers, Paralegals, and other support staff
- Must maintain the highest standard of client and corporate confidentiality.
- Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
- Success in this role is dependent on working in cooperation with others; strong teamwork and relationship building skills is a must.

This is an opportunity that will progress in level of responsibility and increased complexity as experience is gained. Salary will increase with the level of responsibility and experience.

**Qualifications**:

- 1-2 years experience as a Trust Administrator and/or financial institution experience
- Intermediate Microsoft Excel and Word skills
- Diploma or degree from an accredited college or university
- Ability to handle a high volume of work in a fast-paced environment
- Ability to work independently and in a team environment.
- Maintain filing system, paperless client files, and bring forward system
- Ability to prioritize work, multitask and meet deadlines.
- Liaising with trust officers, lawyers, accountants and clients on file progress;
- The ability to prioritize a high volume of tasks and competing priorities
- The ability to exercise sound judgment, discretion and confidentiality and to adapt to changing demands.
- Successful completion of the Canadian Securities Course (CSC), CSI and/or STEP Canada estate and trust related courses is an asset.
- Demonstrated ability in managing family dynamics.

**Job Types**: Full-time, Permanent

**Salary**: $55,000.00-$65,000.00 per year

**Benefits**:

- Company pension
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off

Schedule:

- Monday to Friday

Ability to Commute:

- West Vancouver, BC V7T 1C5 (required)

Work Location: In person

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