Estates And Trusts Officer

Administer complex estates and trusts as a Trust Officer with strong fiduciary knowledge, analytical skills, and client relationship expertise. Work full-time on-site in West Vancouver, BC.Heritage Trust Company Inc. seeks a Trust Officer, Estates and Trusts, to administer estates, trusts, powers of attorney, and related fiduciary appointments. You will interpret wills and trust documents, manage client relationships, and ensure compliance with legal, regulatory, and internal policies. The work supports beneficiaries and stakeholders through sensitive circumstances.Key Responsibilities:
Administer estates, trusts, powers of attorney, and fiduciary appointmentsReview and interpret wills and trust documentsCoordinate asset collection and distribution activitiesMaintain accurate records, reports, and documentationMonitor investment and cash positions within accountsRequirements:
Strong knowledge of estates, trusts, and fiduciary administrationFamiliarity with relevant British Columbia laws and regulationsClear, empathetic communication with beneficiaries and professional advisorsFinancial literacy covering statements, cash flows, and investmentsPost-secondary education in law, business, finance, accounting, or related fieldsSupport sensitive fiduciary files at Heritage Trust through sound judgment, accurate administration, and informed client service in West Vancouver.
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