Trusts Administrator Specialist

3 days ago

Vancouver, British Columbia, Canada Equitable Bank Full time

Join Equitable Bank as a key member of our Estate and Trust team

About the Role

We are seeking an experienced Trusts Administrator Specialist to support the Sr. Trust Advisor(s) in administering estate or trust files.

This is a fantastic opportunity for someone looking to expand their skills and knowledge in the trust administration space.

The successful candidate will have strong analytical and problem-solving skills, excellent communication skills, and the ability to work independently with minimal supervision.

Key Responsibilities:
  • Ensure that estate/trust are administered according to the Will/Trust Deed, appropriate legislation, and posted service standards for accuracy and timelines.
  • Identify and diarize all crucial dates, deadlines, and follow-up, including income tax, bill payments, home insurance, and completed to meet legislative timelines and service standards.
  • Initiate and complete redemption and transfer of assets as required.
  • Monitor, prepare appropriate documentation for distributions and pay all regular disbursement requests according to delegation of authority limits.
  • Compile and remit documentation to the Trust Associate for preparation of income tax returns.
  • Keep detailed documentation of all correspondence and organize according to file standard.
  • Mitigate risk by assessing, investigating, and offering recommendations to Sr. Trust Advisor for file-specific situations.
  • Act as a client relationship manager with financial institutions, realtors, accountants, government agencies, law firms, credit union representatives, and other external parties pertaining to file-specific requirements.
  • Communicate with legal counsel on all necessary tasks such as probate applications, land titles/transfer of land, and court passings.
  • Complete the appropriate fee calculation on all accounts according to the applicable fee schedule.
  • Verify and settle keying transactions for peers.
  • Prepare appropriate documentation for discretionary item reviews and distributions requests.
  • Inform Sr. Trust Advisor of risks or concerns during file administration.
  • Identify and bring forward recommendations to change procedures for increased efficiency, accuracy, and minimization of associated risks.
  • Identify and report problems with trust system.
  • Initiate changes and updates to forms and manuals as required.
  • Identify all assets and liabilities by reviewing tax returns, obtained paperwork, and bank statements.
  • Maintain Client Data base with accurate information regarding all clients (Ex. Innotrust, Data sources).
  • Work with auditors (internal and external) to facilitate the required examination of customer accounts.
  • Complete Canada Revenue Agency Forms, Financial Institution investment documentation.
  • Prepare and send out correspondence to beneficiaries and principals on accounts as directed by Sr. Trust Advisor and service standards.
  • Reconcile third-party investment statements to internal records.
  • Prepare and audit reports to ensure transactions meet trust accounting principles, court format, and tax reporting requirements, as required.
What We're Looking For

We're seeking a highly organized and detail-oriented individual with 1-2 years of post-secondary education in business administration or a related field.

A minimum of two (2) years of experience in the trust or financial services industry, preferably in an administrative capacity, is required.

Candidates should also be enrolled in the first course of the Certificate program through STEP and possess basic knowledge of current trust law and legislative requirements in all common law provinces.

Innovest system knowledge and excellent Microsoft office skills are also essential.

Compensation Package

We offer a competitive salary range of $65,000 - $80,000 per annum, depending on experience.

A comprehensive benefits package, including medical, dental, and vision coverage, is also provided.

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