Senior Estate Operations Administrator (Fixed-Term 18 months) – Location: Help Headquarters
Job Type: Full Time Regular Fixed Term 18 months
myWork Program: Hybrid
Starting Salary Range: $50,300.00 - $57,900.00

Background Screening Requirement

Enhanced Criminal Record Check

Credit Check

Identity Verification

Employment Verification

References

Job Purpose
The Senior Estate Operations Administrator is a key subject‑matter expert, providing advanced guidance on estate administration, powers of attorney, and representation agreements. The role ensures all actions follow internal policies, regulatory requirements, and risk controls while handling complex files and safeguarding the organization from reputational, regulatory, and operational risk. The administrator supports the development, maintenance, and continuous improvement of estate‑related policies, procedures, and operational processes and may work on special projects tied to operational enhancements.

Accountabilities

Prioritize and complete estate notification and settlement activities—balancing, reconciliation, transaction processing, validation of payout instructions, and documentation review—within required timelines.

Maintain accurate, compliant estate records that meet MFDA, CRA, and Coast Capital standards, reducing operational and legal risk.

Provide expert, empathetic guidance and support to internal teams and external partners.

Respond to inquiries via phone, email, and written correspondence with clarity, professionalism, and accuracy.

Identify process gaps and opportunities for improvement,



recommending enhancements and supporting updates to procedures, job aids, and training materials.

Stay current on policy, regulatory, and industry changes impacting estate administration and investment operations.

Build strong, collaborative relationships across departments and with external stakeholders to ensure smooth and transparent estate handling.

Skills & Qualifications

1 – 3+ years of experience in financial services, investment operations, or estate administration.

Strong knowledge of estate accounts, legal representative authorities (POA, Representation Agreement, Committeeship), and registered/non‑registered investment products.

Experience interpreting and applying policies in a regulated environment.

Proficiency with financial systems, workflow tools, and Microsoft 365 applications.

Strong analytical and problem‑solving skills with sound judgment when assessing complex scenarios.

Exceptional attention to detail and a high commitment to accuracy.

Excellent written and verbal communication skills, with the ability to navigate sensitive or emotionally charged situations with professionalism and empathy.

Highly organized and adaptable,



able to prioritize workloads in a fast‑paced environment with shifting deadlines.

Proactive and self‑directed, with the ability to work independently while contributing effectively to a team.

Comfortable learning new technologies, systems, and processes, with a continuous improvement mindset and a focus on efficiency and quality.

Ability to anticipate long‑term implications of decisions and consider risk when determining next steps.

Equity, Diversity & Inclusion at Coast Capital
We encourage applicants from diverse backgrounds and with a variety of experiences. If you are excited about this role and your experience may not perfectly align with every qualification, we still encourage you to apply. Coast Capital is committed to equity, diversity, and inclusion and seeks applicants who demonstrate a commitment to these values.

Why Join Coast Capital Savings?

Purpose‑driven culture that informs how we serve members and support employees.

Ongoing focus on equity, diversity, and inclusion with measurable improvement initiatives.

Growth opportunities opportunities and internal promotion pathways.

Hybrid work model supported through the myWork program.

Comprehensive, customizable benefits and flexible retirement options.

Mortgage and auto financing benefits that help employees save.

Recognition programs and community volunteer opportunities.

Industry‑recognised corporate culture and community investment.

Employee volunteer program with match contributions to charities.

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📌 Senior Estate Operations Administrator (Fixed-Term 18 months) (British Columbia)
🏢 Coast Capital
📍 British Columbia