Trust Administration Specialist

2 weeks ago

Vancouver, British Columbia, Canada Brainhunter Systems Ltd Full time

About the Opportunity:

This is a challenging role that requires exceptional organizational and administrative skills, with a focus on managing complex trust arrangements.

The successful candidate will work closely with estate related stakeholders, including Gift Planning Advisors (GPAs) and testator/trix families, to ensure seamless planning and execution of gifts to BC Cancer Foundation.

Key responsibilities include:

  • Managing the administration of gifts made through estates, trusts, registered accounts, annuities and life insurance policies, including associated processes and budget preparation.
  • Developing and stewarding relationships between legacy giving/estate related stakeholders and the BC Cancer Foundation to increase future planned giving opportunities.
  • Providing technical assistance to donors and advisors regarding gift planning and connecting prospects to development teams within the organization.

Qualifications and Skills:

  • A degree or diploma from a recognized post-secondary institution plus 5-7 years recent experience as a trust officer/administrator or as an estate administrator for a charity.
  • A clear knowledge and understanding of the Canadian tax system, estate planning and various gifting vehicles is essential.
  • Technical expertise in financial management, including budgeting, reporting and monitoring.
  • Demonstrated ability to develop and maintain professional relationships that are outcome driven.
  • Highly developed listening, verbal and written communication skills, with the ability to work independently and take initiative.
  • Strong project management skills, with the ability to work simultaneously on complex projects with tight deadlines.

What We Offer:

  • A competitive salary range of $65,000-$87,500 per year.
  • 5 weeks' vacation, plus office closures during holidays and statutory days.
  • A comprehensive benefit package, including health, dental, vision and paramedical services, plus participation in the Employee & Family Assistance Program.
  • Participation in the Municipal Pension Plan.

BBCancer Foundation is committed to fostering a culture of diversity and inclusion. All qualified applicants will receive consideration for employment, regardless of age, ethnicity, gender identity or expression, language, national or Indigenous origin, family or marital status, physical and mental ability, political affiliation, race, religion, sexual orientation or socio-economic status.

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