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Publié il y a 23 jours

Trust Officer, Estates And Trusts

@ Heritage Trust

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West Vancouver, Colombie-Britannique

Temps plein

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Heritage Trust is hiring a full-time Trust Officer for estates and trusts in West Vancouver, BC. The role administers estates, trusts and powers of attorney, managing client relationships and fiduciary compliance. The posting is on-site with no schedule details stated.

Responsabilités :

Administer estates, trusts, powers of attorney and fiduciary appointments
Review and interpret wills and trust documents
Coordinate asset collection and distribution
Monitor investment and cash positions within accounts
Maintain accurate records and prepare reports

Résumé des exigences :

Knowledge of estates, trusts and fiduciary administration
Familiarity with relevant BC laws and regulations
Strong client service and communication skills
Post-secondary education in law, business, finance or accounting
Prior trust company or wealth management experience strongly preferred

Outils et compétences

Office productivity software Trust and estate management systems

Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur: 2026-10-18
Première détection par notre source: 2026-11-10
Mise à jour du dossier source: 2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

Niveau	Intermédiaire
Domaine	Opérations
Heures par semaine	40 (estimé)
Déplacements	avion : aucun · route : aucun
Milieu de travail	Bureau
Position	Surtout assis
Exigences physiques	physique faible · ordinateur élevé
Langues	English
Formation	Baccalauréat (préféré)
Domaines d’études	Law, Business, Finance, Accounting

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Heritage Trust

Toutes ses offres

Champ	Valeur
Offres sur Jobsy	1

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

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.

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Trust Officer, Estates And Trusts

En bref

Responsabilités :

Résumé des exigences :

Outils et compétences

Détails du poste

Heritage Trust

Journal

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