Estate Administrator

About StellerVista

StellerVista Credit Union proudly anchors itself in the Kootenay and Boundary regions of British Columbia, offering a comprehensive range of financial services to communities including Cranbrook, Castlegar, Fernie, Elkford, Sparwood, the Slocan Valley, and Greenwood in the West Boundary. We are dedicated to serving our members providing financial services while focusing on fostering local economic growth by employing residents and reinvesting profits back into our local communities. Our mission is to be more than just a financial institution, but a vital part of the local fabric.

In the spirit of reconciliation, StellerVista Credit Union would like to respectfully acknowledge the land on which we serve our membership and meet is within ʔamakʔis Ktunaxa, the traditional and unceded homelands of the Ktunaxa Nation, as well as the traditional and unceded homelands of the Syilx, Sinixt, and Secwepemc.

The Opportunity

If you are ready for an exciting career move to a progressive financial services organization dedicated to cooperative values and exemplary member service, this could be just what you're looking for. We are currently recruiting for the position of Estate Administrator.

Position Overview

As an Estate Administrator, you will provide an exceptional member experience managing and administering estate accounts through the achievement and application of member relationship management tools and techniques. On behalf of members, you will ensure that estate plans are executed smoothly and according to legal requirements and member wishes. Plus, you will be Involved in direct interaction with beneficiaries, legal professionals, and financial services team members to manage the distribution of assets, resolve issues, and provide guidance through the estate settlement process. Further, you will model a consistently high level of member focused, personalized quality service and provide support and assistance to other team members.

(This position is a bargaining unit position)

Schedule Description

Permanent Full-Time – 37 Hours per week

Monday: 8:15am - 3:00pm

Tuesday - Thursday: 8:00am - 4:45pm

Friday: 8:30am - 5:00pm

(37 hrs./week)

Note: These hours may be altered due to operational requirements.

Wage scale: $ $32.82 per hour.

Minimum Qualifications:

Do you have a secondary school diploma plus a minimum of approximately 18 months experience in Estate administration, probate, legal or financial services?

Willingness to obtain a Certificate in Estate and Trust Administration within 18 months of obtaining the position.

OR

Candidates with an equivalent combination of education and experience will also be considered.

We Value:

• Accountability - to our members, the StellerVista team, and our communities
• Responsiveness – to listen and care so to provide exceptional service and advice.
• Ability to build trust – with members and others in the StellerVista team
• Foster belonging - our credit union promotes diversity, equity, and inclusion with our members, within our communities and each other
• Excellent Communication skills - written and oral
• Professional image
• Working knowledge of estate administration and probate, and familiarity with the features and benefits of basic credit union products and services.
• Personal computer literacy – keyboarding, email programs, Word, and Excel

Successful applicants will also be required to upgrade skills yearly by taking related courses in your education course checklist.

At StellerVista Credit Union we are proud to offer employee experience that includes:

• Opportunity for professional growth and development
• A supportive and inclusive work environment
• The opportunity to make a meaningful impact in the lives of our members and the community
• A culture of living our core values in a real way – Trust, Belonging, Expertise, Shared Success & Courage
• Access to a competitive compensation package including participation in extended benefits and pension programs, health and wellness programs and a competitive vacation entitlement

About the Kootenay Region

The Kootenay region in British Columbia, Canada, offers a breathtaking blend of natural beauty, outdoor recreation, and a welcoming community that makes it an appealing destination for relocation. In addition to its awe-inspiring landscapes, the Kootenays boast stunning mountain vistas, crystal-clear lakes, and lush forests, providing residents with an unparalleled connection to nature. Whether it's skiing in the winter, hiking in the summer, or enjoying the serene surroundings year-round, the region offers endless options of outdoor activities for nature enthusiasts.

The region's rich cultural diversity, artistic expression, and locally sourced culinary scene add to the charm of the Kootenays, creating an alluring lifestyle for those considering relocation to this picturesque region of British Columbia. Whether one seeks adventure in the great outdoors, a sense of community, or a thriving cultural scene, the Kootenay region offers an inviting and enriching environment for individuals looking to make a move.

Job Location – Cranbrook, B.C.

Closing Date – Open until filled.

How to Apply

If this sounds like a position for you, APPLY NOW, and should you have a problem in uploading your resume, please email us at

Check out StellerVista's career opportunities here: Careers | StellerVista Credit Union

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

We're proud of our team. They make us who we are.

Required

• High School Diploma or better