Senior Trust & Estates Administrator

Full-Time | Permanent

Vancouver, BC | Hybrid

Salary: $65,000–$80,000

Description

Our client is looking for a Senior Trust & Estates Administrator to join our team and support the day-to-day administration of Trust and Estate accounts, as well as broader client and advisor service needs.

In this role, you’ll be a key resource for Trust and Estate administration, back-office processes, and operational support. You’ll work closely with advisors, internal teams, custodians, and external partners to ensure requests are handled accurately, efficiently, and within established service standards.

What You’ll Be Doing

- Support Trust and Estate account administration, including estate settlements, transfers, documentation, and client and advisor inquiries.
- Act as a subject matter expert on National Bank Independent Network (NBIN) back-office processes and platforms.
- Support day-to-day client service requests, including deposits, withdrawals, transfers, and internal systems.
- Provide guidance and demonstrations to advisory teams as needed.
- Monitor designated mailboxes and respond to inquiries accurately and within established SLAs.
- Follow up on outstanding requests, provide status updates, and escalate issues when required.
- Work directly with NBIN, internal teams, and external vendors to resolve service requests.
- Identify trends and recurring issues within the Advisor Support team and recommend improvements.
- Conduct training and provide support to advisory teams.
- Ensure completed service tickets are closed accurately and on time.




- Stay current on corporate, regulatory, and industry changes and help implement process improvements.
- Participate in team meetings to identify processing issues and improve service levels.
- Gather feedback from advisory branches to help improve the overall client and advisor experience.
- Assist with special projects and support other departments when required.
- Manage multiple priorities and urgent requests in a fast-paced environment.
- Perform other duties as assigned.

What You Must Have

- 1–2 years of hands-on experience supporting Trust and Estate administration, including related processing and documentation.
- 3–5 years of administrative or back-office experience; experience within a CIRO-regulated firm is strongly preferred.
- Previous experience with NBIN back-office processes and applications.
- Knowledge of securities industry operations, account types, products, procedures, and documentation requirements is an asset.
- Strong verbal and written communication skills.
- Excellent attention to detail, analytical, problem-solving, and organizational skills.
- Strong knowledge of Microsoft Office applications.
- Ability to prioritize, multitask, meet deadlines,



and consistently follow up.
- Ability to work effectively in a high-volume, time-sensitive setting.
- A quick learner who can retain information, adapt to change, and deliver results.

Why Join the Team

- Join a team-oriented and supportive team where your expertise makes a real impact.
- Work closely with advisors, internal teams, and industry partners.
- Build and expand your expertise in Trust and Estate administration and investment operations.
- Have opportunities to contribute to process improvements, training, and special projects.
- Be part of a fast-paced environment where your ideas and feedback are valued.

Who Will Excel in This Role You’ll thrive in this position if you are organized, detail-oriented, and comfortable managing multiple priorities. You enjoy solving problems, helping others, and finding ways to make processes better.

You’re someone who takes ownership, communicates clearly, follows through on commitments, and stays calm when things get busy. Most importantly, you’re curious, adaptable, and enjoy being the person others can rely on for answers.

Salary & Perks

- Salary: $65,000–$80,000
- Health benefits
- Vacation
- RRSP
- Collaborative and supportive team environment
- Opportunities for professional growth and development

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📌 Senior Trust & Estates Administrator (Vancouver)
🏢 TEEMA Group
📍 Vancouver