Join Coast Capital as a Senior Estate Operations Administrator in a fixed-term hybrid role focusing on estate management and operational risk. Bring your expertise in estate administration to ensure compliance and improvement.

In this essential position at Coast Capital, you will oversee estate administration processes, providing expert guidance on powers of attorney and representation agreements. The Senior Estate Operations Administrator ensures all activities comply with regulatory standards while managing complex files effectively. You will support ongoing enhancements of estate-related operational procedures as part of a purpose-driven organization.

Key Responsibilities:
• Prioritize and complete estate settlement and notification tasks
• Keep detailed, compliant records that align with regulatory standards




• Deliver empathetic guidance to teams and external partners
• Respond to inquiries with professionalism via multiple channels
• Identify opportunities for process improvement and support training

Requirements:
• 1-3+ years in estate administration or financial services
• Robust understanding of estate accounts and investment products
• Proficient in Microsoft 365 and financial systems
• Excellent written and verbal communication skills
• Highly organized with an ability to manage shifting deadlines

Leverage your knowledge in estate administration to make a significant impact at Coast Capital.
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📌 Senior Estate Administrator Fixed-Term 18 Months (British Columbia)
🏢 Coast Capital
📍 British Columbia