Estate & Trust Associate Job Description

Estate & Trust Associate Job Description Template

Our company is looking for a Estate & Trust Associate to join our team.

Responsibilities:

  • Assist with annual audits of estate and trust policies and procedures;
  • Provide specialized knowledge in the area of estate and legal document administration to internal and external clients in both English and French;
  • Prepare and execute tax-reporting requirements (including taxable trusts) on all estate settlements in accordance with the Income Tax Act (Canada);
  • Conduct research as required;
  • Perform any other task or function that may be assigned from time to time;
  • Evaluate system/process flows and recommend changes;
  • Recommend process / system changes;
  • Process financial transactions pertaining to estate administration and settlement;
  • Completion of CSC or IFIC, preferred;
  • Bachelor’s degree is preferred or equivalent years of direct experience required.

Requirements:

  • Business Acumen;
  • Listening, Understanding and Responding;
  • Commitment to Continuous Learning and Improvement;
  • Analytical Thinking;
  • Extensive knowledge of registered and non-registered plan administration, preferred;
  • Multi-tasking;
  • Information-seeking;
  • Strong communication and email writing skills;
  • Consulting Orientation;
  • Conceptual Thinking;
  • Bilingual preferred (French and English);
  • Collaboration and teamwork.