4 days ago Be among the first 25 applicantsJoin a ChallengerBeing a traditional bank just isn't our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.Join a ChallengerBeing a traditional bank just isn't our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you're passionate about redefining the future of banking—while having fun—this could be your next big opportunity.Our company continues to grow, and today we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.Ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.The WorkThe Estates and Trusts Administrator is responsible for independently managing a wide range of estate and trust files, each with unique legal, financial, and procedural requirements. This includes interpreting wills, trust deeds, and court documents; initiating and processing asset transfers; preparing documentationfor tax filings; and ensuring compliancewith trust accounting principles and legislative timelines. The role also involves direct communication with legal counsel, financial institutions, government agencies, and beneficiaries—requiring a high level of professionalism and discretion.In addition to these core responsibilities, the Administrator is empowered to authorize disbursements up to $100,000 within the Delegation of Authority framework. They play a key role in identifying and mitigating risk, recommending procedural improvements, and maintaining system integrity through participation in upgrades and regression testing. The Administrator also contributes to team development by training new employees and reviewing peer work.The core parts of your role would be to:Ensure that the estate/trust are administered according to the Will/Trust Deed, appropriate legislation and posted service standards for accuracy and timelinesIdentify and diarize all crucial dates, deadlines, and follow-up, including income tax, bill payments, home insurance and is completed to meet Legislative timelines and Service StandardsInitiating and completing redemption and transfer of assets as requiredMonitoring, preparing appropriate documentation for distributions and paying all regular disbursement requests according to delegation of authority limitsCompiling and remitting documentation to the Trust Associate for preparation of income tax returnsKeeping detailed documentation of all correspondence and organizing according to file standardMitigating risk by assessing, investigating, and offering recommendations to Sr. Trust Advisor for file specific situationsAct as a client relationship manager with financial institutions, realtors, accountants, government agencies, law firms, credit union representatives,



and other external parties pertaining to file specific requirementsCommunicating with legal counsel on all necessary tasks such as probate applications, land titles/transfer of land and Court PassingsComplete the appropriate fee calculation on all accounts according to the applicable fee scheduleVerifying and settling keying transactions for peersPrepare appropriate documentation for discretionary item reviews and distributions requestInforming Sr. Trust Advisor of risks or concerns during file administrationIdentifying and bringing forward recommendations to change procedures for increased efficiency, accuracy, and minimization of associated risksIdentifying and reporting problems with trust systemInitiating changes and updates to forms and manuals as requiredIdentifying all assets and liabilities by reviewing tax returns, obtained paperwork and bank statementsMaintain Client Data base with accurate information regarding all clients (Ex. Innotrust, Data sources)Work with auditors (internal and external) to facilitate the required examination of customer accountsComplete Canada Revenue Agency Forms, Financial Institution investment documentationPrepare and send out correspondence to beneficiaries and principals on accounts as directed by Sr. Trust Advisor and service standardsReconcile third party investment statements to internal recordsPrepare and audit reports to ensure transactions meet trust accounting principles, court format, and tax reporting requirements, as requiredLet's Talk About You!Educationpost-secondary education in business administration of related fieldTwo (2) years in trust or financial services industry with experience in administrative capacityEnrolment in the first course of the Certificate program through STEPBasic knowledge of current trust law and legislative requirements in all common law provincesHard SkillsInnovest system knowledgeExcellent Microsoft office skillsExcellent analytical and problem solving skillsComprehensive written and oral communication skillsAbility to communicate with professionals at all levelsConcern for Order, Quality and ComplianceListening, Understanding & RespondingResults OrientationTeamwork & Co-operationAccountabilityReports directly to Sr. Trust AdvisorCollaborates with estates and trust team on a daily basisEmpowered to make decisions to advance administration of files, within Delegation of Authority framework; including authorizationfor disbursements to $100,000Regularly communication with external and internal contacts to move file to meet service standards and to recognize revenues on a timely basisContribute to system integrity by participating in system upgrade and regression testingResponsible to train current employees and review peer workResponsible for adapting to department changes,



changes in policies and proceduresFollow all enterprise-wide corporate policiesPhysical Demands / Working ConditionOvertime may be required during certain times of the year to meet reporting deadlinesRequired to be in the office on a rotational basisLifting/moving heavy boxes on an occasional basisHybrid work is expected with 1-5 days in person depending on the level and seniority of the roleJob Complexities / Thinking ChallengesThis role requires the individual to manage files that are vastly different from one file to the next. There are multiple products, and type of accounts within products. No two files are the same, and customized solutions for administering, tracking and reporting is often required. The individual requires the ability to read and interpret operating documents such as trust agreement, wills and court documentsWhat we offer [For full-time permanent roles]Competitive discretionary bonusMarket leading RRSP match program???? Medical, dental, vision, life, and disability benefitsEmployee Share Purchase PlanMaternity/Parental top-up while you care for your little oneGenerous vacation policy and personal daysVirtual events to connect with your fellow colleaguesAnnual professional development allowance and a comprehensive Career Development programA fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experienceEquitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone's diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.We can't wait to get to know you!Seniority level Seniority levelNot ApplicableEmployment type Employment typeFull-timeJob function Job functionFinance and SalesIndustriesTransportation, Logistics, Supply Chain and StorageReferrals increase your chances of interviewing at EQ Bank | Equitable Bank by 2xGet notified about new Trust Administrator jobs in Vancouver, British Columbia, Canada.Admitting and Administrative Clerk, BC Children's & Women's Health Centre, Vancouver BCExecutive Assistant, Corporate Client GroupDelta, British Columbia, Canada 5 days agoSurrey, British Columbia, Canada 2 weeks agoBurnaby, British Columbia, Canada 3 weeks agoSurrey, British Columbia, Canada 3 days agoSurrey, British Columbia, Canada 1 month agoSurrey, British Columbia, Canada 1 week agoNew Westminster, British Columbia, Canada 4 days agoSurrey, British Columbia, Canada 1 week agoDelta, British Columbia, Canada 1 month agoClient Service Administrator -Ladner Harbour CentreDelta, British Columbia, Canada 4 days agoRichmond, British Columbia, Canada 2 months agoAdmitting and Administrative Clerk, Reproductive Mental Health - BC Women's Hospital & Health CentreWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

📌 Estates And Trusts Administrator (Vancouver)
🏢 EQ Bank | Equitable Bank
📍 Vancouver