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Estates and Trusts Administrator

2 weeks ago

Regina, Canada EQ Bank | Equitable Bank Full time

**Join a Challenger**

Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.

Our company continues to grow, and today we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

**The Work**

The Estates and Trusts Administrator is responsible for independently managing a wide range of estate and trust files, each with unique legal, financial, and procedural requirements. This includes interpreting wills, trust deeds, and court documents; initiating and processing asset transfers; preparing documentation for tax filings; and ensuring compliance with trust accounting principles and legislative timelines. The role also involves direct communication with legal counsel, financial institutions, government agencies, and beneficiaries—requiring a high level of professionalism and discretion.

In addition to these core responsibilities, the Administrator is empowered to authorize disbursements up to $100,000 within the Delegation of Authority framework. They play a key role in identifying and mitigating risk, recommending procedural improvements, and maintaining system integrity through participation in upgrades and regression testing. The Administrator also contributes to team development by training new employees and reviewing peer work.

**The core parts of your role would be to**:

- Ensure that the 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 is completed to meet Legislative timelines and Service Standards
- Initiating and completing redemption and transfer of assets as required
- Monitoring, preparing appropriate documentation for distributions and paying all regular disbursement requests according to delegation of authority limits
- Compiling and remitting documentation to the Trust Associate for preparation of income tax returns
- Keeping detailed documentation of all correspondence and organizing according to file standard
- Mitigating 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
- Complete the appropriate fee calculation on all accounts according to the applicable fee schedule
- Verifying and settling keying transactions for peers
- Prepare appropriate documentation for discretionary item reviews and distributions request
- Informing Sr. Trust Advisor of risks or concerns during file administration
- Identifying and bringing forward recommendations to change procedures for increased efficiency, accuracy, and minimization of associated risks
- Identifying and reporting problems with trust system
- Initiating changes and updates to forms and manuals as required
- Identifying 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

**Let's Talk About You**:

- ** Education**:

- post-secondary education in business administration of related field.
- Two (2) years in trust or financial services industry with experience in administrative capacity
- Enrolment in the first course of the Certificate program through STEP
- Basic knowledge of current trust law and legislative requirement