Trust Officer, Estates And Trusts
- BC, Canada
- West Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
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- Posting language
- English
- Posted
Original job description
Company Description Heritage Trust Company Inc. is a leading independent trust company in British Columbia, regulated by the BC Financial Services Authority. The firm provides caring and professional executor, trustee, power of attorney, committee, escrow, and family office services to clients across the province. As one of the fastest-growing trust companies in BC, Heritage Trust focuses on estates and trusts that often involve complex and sensitive issues. The team supports beneficiaries and stakeholders through challenging circumstances while helping business families achieve long-term strategic, wealth, and family objectives. Heritage Trust also regularly acts as escrow agent and mutual fund trustee in full compliance with regulatory and business requirements.
Role Description The Trust Officer, Estates and Trusts is a full-time, on-site role based in West Vancouver, BC. This role is responsible for administering estates, trusts, powers of attorney, and related fiduciary appointments, ensuring compliance with legal, regulatory, and internal policies. Day-to-day responsibilities include managing client relationships, reviewing and interpreting wills and trust documents, coordinating asset collection and distribution, and maintaining accurate records and documentation. The Trust Officer will work closely with beneficiaries, legal counsel, financial advisors, and other stakeholders to resolve issues, answer inquiries, and support informed decision-making. The role also involves preparing reports, monitoring investment and cash positions within accounts, and contributing to the continuous improvement of fiduciary processes and client service standards.
Qualifications
Role Description The Trust Officer, Estates and Trusts is a full-time, on-site role based in West Vancouver, BC. This role is responsible for administering estates, trusts, powers of attorney, and related fiduciary appointments, ensuring compliance with legal, regulatory, and internal policies. Day-to-day responsibilities include managing client relationships, reviewing and interpreting wills and trust documents, coordinating asset collection and distribution, and maintaining accurate records and documentation. The Trust Officer will work closely with beneficiaries, legal counsel, financial advisors, and other stakeholders to resolve issues, answer inquiries, and support informed decision-making. The role also involves preparing reports, monitoring investment and cash positions within accounts, and contributing to the continuous improvement of fiduciary processes and client service standards.
Qualifications
- Strong knowledge of estates, trusts, and fiduciary administration, including interpretation of wills and trust documents and familiarity with relevant BC laws and regulations.
- Client service and relationship management skills, with the ability to communicate clearly and empathetically with beneficiaries, families, and professional advisors.
- Analytical and organizational skills to manage multiple complex files, maintain accurate documentation, and meet deadlines in a detail-oriented environment.
- Financial literacy and comfort working with account statements, cash flows, and basic investment concepts relevant to estate and trust administration.
- Proficiency with office productivity software and trust/estate management systems, including secure handling of confidential information.
- Ability to collaborate within a multidisciplinary team while exercising sound judgment and ethical decision-making in sensitive situations.
- Post-secondary education in law, business, finance, accounting, or a related field; professional designations such as TEP, CFP, CPA, or equivalent training in trust and estate administration are considered assets.
- Prior experience in a trust company, legal practice, wealth management, or related fiduciary services environment is strongly preferred.
More about this job
Responsibilities
Administer estates, trusts, powers of attorney, and related fiduciary appointments, ensuring compliance while coordinating assets, maintaining records, and monitoring account positions. Manage relationships and inquiries with beneficiaries and professional stakeholders, prepare reports, resolve issues, and help improve fiduciary processes and client service.
Requirements
Requires strong knowledge of estate, trust, and fiduciary administration, including relevant British Columbia laws and the interpretation of wills and trust documents. A related post-secondary education is expected, while designations such as TEP, CFP, or CPA and prior experience in trust, legal, wealth management, or fiduciary services are preferred or considered assets.
Skills
- Estate Administration
- Trust Administration
- Fiduciary Administration
- Will and Trust Document Interpretation
- Beneficiary Communication
- Asset Collection and Distribution
- Regulatory Compliance
- Financial Literacy
- Cash Flow Monitoring
- Investment Account Monitoring
- Recordkeeping and Documentation
- Analytical Skills
- Organization and Deadline Management
- Confidential Information Handling
- Ethical Decision-Making
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Legal
- Customer Service & Support
Keywords
- Estate Administration
- Trust Administration
- Fiduciary Services
- Powers Of Attorney
- Wills
- Trust Documents
- British Columbia Regulations
- Regulatory Compliance
- Beneficiary Services
- Asset Collection
- Asset Distribution
- Financial Advisors
- Legal Counsel
- Account Statements
- Cash Flow
- Investment Concepts
- Confidential Information
- Trust And Estate Management Systems
- TEP
- CFP
- CPA
- Escrow
- Mutual Fund Trustee
- Family Office Services