Trust Administrator

4 months ago

Vancouver, Canada Cassels Brock & Blackwell LLP Full time

Cassels Brock & Blackwell LLP is a leading national law firm of more than 200 lawyers, focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors.
- Processing (recording) trust transactions in ELITE 3E.
- Initiate banking transactions of trust funds through online portals.
- Reviewing all trust instructions for compliance with Firm policies.
- Preparing bank deposits, wire instructions to banks and trust cheques.
- Placing and liquidating investments of clients’ trust funds, as instructed.
- Ad hoc analyses and reporting on trust activity.
- Reviewing and filing of trust instruction documentation and escrow agreements.
- Degree / diploma in accounting or business.
- Previous experience in a similar role in a law firm is required
- Detail oriented with good communication & organizational skills.
- Strong computer skills and experience with Microsoft Office Suite, particularly EXCEL.
- Knowledge of provincial law societies’ trust rules and regulations, an asset.
- Familiarity with ELITE 3E and online cash management banking software, an asset.

**Employment Type: Permanent, Full-Time **_(Hybrid)_
- **What we offer**:_
- Competitive compensation + Extended Health & Dental Care
- RRSP Matching Program
- Education/tuition allowance
- Fitness Reimbursement Program
- Diversity and Inclusion Centric Culture
- A Culture of Wellness: Cassels recognizes the importance of wellness and provides a comprehensive program that addresses the mental and physical well-being of our employees by providing resources, services, training and support on an ongoing basis.
- A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.
- A business casual dress code (client/day specific)
- Employee referral bonus.
- A hybrid work environment
- Our Firm’s success is built on the unique skills, perspectives, experiences and values of each individual. We encourage a corporate culture that respects and celebrates the dignity, value and diversity of all._
- The Firm is committed to fair and accessible employment practices and has created policies and procedures to meet the requirements under the Accessibility of Ontarians with Disabilities Act, 2005._

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

**Salary**: From $55,000.00 per year

**Benefits**:

- Company events
- Dental care
- Extended health care
- RRSP match
- Vision care
- Wellness program
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Overtime

Ability to commute/relocate:

- Vancouver, BC V6B 0K9: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you willing to undergo a background check, in accordance with local law/regulations?

**Experience**:

- Law Firm: 1 year (preferred)

Work Location: Hybrid remote in Vancouver, BC V6B 0K9

  • Trust Administrator

    4 months 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;...

  • Office Administrative Assistant

    2 weeks ago

    Vancouver, British Columbia, Canada Endeavor Trust Corporation Full time

    About the RoleWe are seeking a highly organized and detail-oriented Office Administrative Assistant to join our team at Endeavor Trust Corporation. As an Office Administrative Assistant, you will play a critical role in ensuring the smooth operation of our office.Key ResponsibilitiesAdministrative SupportProvide administrative support to our team members,...

  • Office Administrative Assistant

    2 weeks ago

    Vancouver, British Columbia, Canada Endeavor Trust Corporation Full time

    About the RoleWe are seeking a highly organized and detail-oriented Office Administrative Assistant to join our team at Endeavor Trust Corporation. As an Office Administrative Assistant, you will play a critical role in ensuring the smooth operation of our office.Key ResponsibilitiesAdministrative SupportProvide administrative support to our team members,...

  • Trust Administrator

    3 months ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Trust Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAccount Administration: Responsible...

  • Trust Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAccount Administration: Responsible...

  • Trust Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAdminister estate and...

  • Trust Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAdminister estate and...

  • Regional Estate

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Regional Estate & Trust Administrator to provide administrative support to our Estate & Trust Consultants (ETCs) in driving new business and advisor engagement within their regions. As a key member of our team, you will be responsible for ensuring the smooth operation of our estate and trust...

  • Regional Estate

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Regional Estate & Trust Administrator to provide administrative support to our Estate & Trust Consultants (ETCs) in driving new business and advisor engagement within their regions. As a key member of our team, you will be responsible for ensuring the smooth operation of our estate and trust...

  • Legal Administrative Assistant

    1 week ago

    Vancouver, British Columbia, Canada Peoples Trust Full time

    About Peoples TrustPeoples Trust is a leading financial institution with a strong presence in Canada. Our mission is to deliver exceptional customer service and provide innovative financial solutions.About the RoleWe are seeking an experienced Legal Administrative Assistant to join our team. As a key member of our legal department, you will play a critical...

  • Legal Administrative Assistant

    1 week ago

    Vancouver, British Columbia, Canada Peoples Trust Full time

    About Peoples TrustPeoples Trust is a leading financial institution with a strong presence in Canada. Our mission is to deliver exceptional customer service and provide innovative financial solutions.About the RoleWe are seeking an experienced Legal Administrative Assistant to join our team. As a key member of our legal department, you will play a critical...

  • Trusts and Estates Administrator

    2 weeks ago

    Vancouver, British Columbia, Canada Forge Recruitment Full time

    **About the Company**Our client, a leading international law firm, is seeking a highly skilled and organized individual to join their Trust, Wills, Estates, and Charities team in their Vancouver office.**Job Summary**Provide administrative support to the team, including coordinating meetings, managing calendars, and preparing correspondence.Ensure all...

  • Trusts and Estates Administrator

    2 weeks ago

    Vancouver, British Columbia, Canada Forge Recruitment Full time

    **About the Company**Our client, a leading international law firm, is seeking a highly skilled and organized individual to join their Trust, Wills, Estates, and Charities team in their Vancouver office.**Job Summary**Provide administrative support to the team, including coordinating meetings, managing calendars, and preparing correspondence.Ensure all...

  • Trusts and Estates Administrator

    4 days ago

    Vancouver, British Columbia, Canada Forge Recruitment Full time

    {"About the CompanyOur client, a leading international law firm, is seeking a skilled professional to join their Trust, Wills, Estates, and Charities team in Vancouver.This role offers a competitive salary up to $70,000 commensurate with experience, robust benefits, hybrid remote flexibility after the initial 6 months, and a group retirement savings plan.Key...

  • Trusts and Estates Administrator

    4 days ago

    Vancouver, British Columbia, Canada Forge Recruitment Full time

    {"About the CompanyOur client, a leading international law firm, is seeking a skilled professional to join their Trust, Wills, Estates, and Charities team in Vancouver.This role offers a competitive salary up to $70,000 commensurate with experience, robust benefits, hybrid remote flexibility after the initial 6 months, and a group retirement savings plan.Key...

  • Trusts and Estates Administrator

    5 days ago

    Vancouver, British Columbia, Canada Forge Recruitment Full time

    {"About the CompanyOur client, a leading international law firm, is seeking a skilled professional to join their Trust, Wills, Estates, and Charities team in Vancouver.This role offers a competitive salary up to $70,000 commensurate with experience, robust benefits, hybrid remote flexibility after the initial 6 months, and a group retirement savings plan.Key...

  • Trusts and Estates Administrator

    5 days ago

    Vancouver, British Columbia, Canada Forge Recruitment Full time

    {"About the CompanyOur client, a leading international law firm, is seeking a skilled professional to join their Trust, Wills, Estates, and Charities team in Vancouver.This role offers a competitive salary up to $70,000 commensurate with experience, robust benefits, hybrid remote flexibility after the initial 6 months, and a group retirement savings plan.Key...

  • Estate and Trust Administration Officer

    1 month ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time $75,000 - $110,000

    Position Overview:As a pivotal member of our team at Raymond James Financial, you will play a crucial role in the administration of estate and trust accounts. Your expertise will contribute to delivering exceptional service to our clients and partners.Key Responsibilities:- Manage a portfolio of estate and trust accounts, ensuring compliance with all...

  • Regional Estate

    3 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 196328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Scotiatrust Regional Estate & Trust Administrator** As a Scotiatrust Regional Estate & Trust Administrator, you are responsible for providing Estate & Trust Consultants (ETCs) with the support they require to drive new business...