Estate Administrator Solus Trust Company

Solus Trust Company is a federally regulated Canadian trust company providing professional estate administration, trustee, and wealth management services. The company supports individuals, families, advisors, and institutions with trusted fiduciary solutions, helping clients manage estate settlement, wealth transfer, and legacy planning needs across Canada.

An Estate Administrator at Solus Trust Company manages the administration and settlement of estates while providing support to beneficiaries, executors, advisors, and internal trust teams. The role involves coordinating estate documentation, processing financial transactions, maintaining accurate records, and ensuring estates are administered efficiently while meeting legal, tax, and regulatory requirements.

Working closely with Trust Officers, legal professionals, financial advisors, and estate beneficiaries, the Estate Administrator helps deliver professional, compliant, and client-focused estate services.

Key Responsibilities

Manage daily estate administration activities from initial setup through final settlement.

Prepare, organize, and maintain estate documents, records, and regulatory filings.

Coordinate probate applications, tax documentation, and estate-related paperwork.

Communicate with beneficiaries, executors, lawyers, financial institutions, and government agencies.

Process estate transactions including payments, distributions, fees, and account adjustments.

Maintain accurate estate accounting records and transaction documentation.

Assist with asset collection, valuation, and transfer processes.

Monitor estate timelines and ensure required actions are completed on schedule.

Support Trust Officers with complex estate and trust administration matters.

Ensure compliance with company policies, legal requirements, and fiduciary standards.

Qualifications





Bachelor's degree in Finance, Business Administration, Accounting, Law, or a related field.

2+ years of experience in estate administration, trust services, banking, wealth management, or financial operations.

Knowledge of estate settlement processes, probate procedures, and financial documentation.

Strong attention to detail with the ability to handle confidential information.

Excellent organizational, communication, and client service skills.

Ability to manage multiple priorities and deadlines in a professional services environment.

Preferred Skills

Estate and trust administration

Fiduciary services

Probate and estate settlement

Beneficiary and stakeholder communication

Financial record management

Tax documentation and reporting

Trust accounting

Wealth management operations

Regulatory compliance

Client relationship management

Banking and financial services experience

Preferred Certifications

Trust and Estate Practitioner (TEP)

Certified Executor Advisor (CEA)

Estate & Trust Qualified (MTI)

Canadian Securities Course (CSC)

STEP Canada courses

Tools & Technologies

Microsoft Excel

Microsoft Office 365

Trust accounting systems

Estate administration platforms

Document management systems

CRM systems

Financial reporting tools

SharePoint

Microsoft Teams

Adobe Acrobat

Power BI

Why Join Solus Trust Company?

Build a career in professional trust and estate services.

Help clients manage important wealth transfer and legacy planning needs.

Work alongside experienced trust professionals and financial advisors.

Develop expertise in fiduciary administration and wealth management.

Enjoy competitive compensation, benefits, and career development opportunities.

As an Estate Administrator, you'll play an important role in helping Solus Trust Company deliver accurate, compliant, and client-focused estate services that support individuals and families across Canada.

📌 Estate Administrator (Ontario)
🏢 Solus Trust
📍 Ontario