Competition Number : J0226-0314

Position Title : Estates & Trust Officer

Position Number (Final) : 00508897

Vacancy Type : Recent Position

Employee Group : Support Staff - USW Local 2010

Job Category : Advancement/Fundraising

Department or Area : Finance & Gift Services

Location : Kingston, Ontario, Canada (Hybrid)

Salary : $68,920.00 - $84,043.00/Year

Grade : 08 Review Salary Information Here

Hours per Week : 35

Job Type : Term

Length of term : 3 years less a day

Shift : 7 Monday - Friday

Number Of Positions : 1

Date Posted : February 12, 2026

Closing Date : February 24, 2026

COVID 19 On-Campus Requirements : Prior to May 1, 2022, the University required all students, faculty, staff, and visitors (including contractors) to declare their COVID-19 vaccination status and provide proof that they were fully vaccinated or had an approved accommodation to engage in in-person University activities. These requirements were suspended effective May 1, 2022, but the University may reinstate them at any point.

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Job Summary : Reporting to the Associate Director, Gift Governance and Compliance, the Estates and Trust Officer is responsible for administering and monitoring all estates, trusts, and planned or non-monetary gifts to ensure compliance, maximize benefit, and uphold donor intent. This role involves interpreting complex estate documentation, overseeing allocation of funds, and safeguarding institutional interests in alignment with Canada Revenue Agency guidelines, Trust Law, and university policies. Acting as an ambassador for the university, the incumbent will provide guidance to key parties, both internal and external to the University, relating to the execution of planned gifts from donors' estates. Based in Kingston, the Estate and Trust Officer is also responsible for ensuring the accuracy, security, and integrity of data within the CRM as well as all electronic and physical records within the portfolio. Contributing to the achievement of the unit's strategic goals, this role may undertake additional tasks or projects as needed. This position oversees received planned gifts and is responsible for the ongoing monitoring of trusts. This position also provides guidance to key stakeholders related to the execution of planned gifts from the deceased donors' representatives. This position ensures that all bequests, planned, or other monetary gifts are directed for appropriate use.

What you will do





- Monitors all estates, trusts and other planned or non-monetary gifts to ensure that maximum benefit is received and the intentions of the giver are realized.
- Performs research and analyzes the giver's estate structure to ensure compliance with Canada Revenue Agency guidelines and other relevant regulatory bodies.
- Engages with members of the university community and members of the estates to safeguard the University and ensures all proceeds from bequests, planned, or other monetary gifts are directed for appropriate use.
- Confirms realistic valuation on financial statements.
- Recommends cost-effective legal representation.
- Maintains files for donors and tracks progress of files.
- Works to ensure all interested parties of bequest, trust or other planned gift proceeds are informed.
- Prepares documents for approval and signature.
- Identifies and refers stewardship opportunities between representatives of the estate donors and their beneficiary constituencies.
- Oversees all data input and ensures the integrity of data and reporting.
- Prepares written materials including reports, letter correspondence, and financial summaries.
- Serves as an ambassador for the university both within the university community and outside.
- Other duties as required in support of the department and/or unit.

Required Education

- Four-Year Bachelor Degree or equivalent. In addition, requires trade certification, qualification, or on-going learning to remain ahead of changes in technology or emerging fields.
- in legal administration preferred.

Required Experience

- More than 5 years of experience.
- Experience in client and/or customer experience functions considered an as

📌 Estates & Trust Officer (Kingston)
🏢 Queens University
📍 Kingston