Oversee the end-to-end processing of trust and estate accounts, including settlements, transfer requests, and related documentation management.
Serve as the primary operational authority for custodian back-office platforms, operational processes, and internal service workflows.
Resolve complex day-to-day client and advisor inquiries concerning account activity, transfers, deposits, and system usage, conducting platform demonstrations when required.
Manage multi-channel inquiry mailboxes, ensuring all incoming requests are answered within established service level agreements.
Execute timely follow-ups, monitor request statuses, and escalate critical issues through proper organizational channels.
Coordinate directly with external custodian partners to accelerate the resolution of pending items.
Collaborate across internal divisions and vendor networks to fulfill specialized operational and service requests.
Analyze incoming support requests to identify recurring operational trends and areas for department improvement.
Develop and deliver targeted system and process training for advisory groups.
Track and manage operational support tickets, ensuring accurate documentation and prompt resolution.
Stay current on regulatory shifts and firm updates to continuously refine service quality and compliance.
Participate in departmental discussions to resolve recurring process bottlenecks and improve workflow efficiency.
Solicit direct feedback from branch offices to enhance internal service delivery.
Support cross-functional special projects and provide ad-hoc operational capacity to adjacent business units as needed.
What you must have:
3–5 years of administrative experience within the financial services industry, preferably within a CIRO-regulated environment.
1–2 years of specialized, hands-on experience supporting trust and estate processing and administrative documentation.
Deep practical knowledge of custodian operations (including National Bank Independent Network/NBIN tools) and broad familiarity with registered/non-registered account types and compliance requirements.
Advanced written and verbal communication capabilities, combined with strong interpersonal skills.
High technical proficiency with standard office software (Microsoft Office Suite).
Exceptional analytical capability, sharp attention to detail, and proven problem-solving aptitudes.
Demonstrated ability to prioritize competing deadlines, manage high transaction volumes, and thrive in a fast-paced environment.
Salary/Rate Range: $65,000 - $80,000
Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit.
Senior Trust & Estates Administrator • Vancouver, British Columbia
Provide exceptional occupational therapy services at Hilltop House in Squamish, BC, aimed at enhancing the lives of seniors in long-term care.Join a supportive community while implementing vital th... Show more
Step into the role of a Rock Climbing Instructor, where you will inspire and guide participants through engaging climbing experiences.Use your skills to cultivate a love for climbing and personal g... Show more
The Junior Transactions Manager is responsible for managing the knowledge of leased properties, for coordinating leasing transactions for office space on behalf of one of our corporate clients.The ... Show more
Federated Co-operatives Limited.Federated Co-operatives Limited.Federated Co-operatives Limited (FCL) is hiring a.Facility Design & Development team.This position can be a remote opportunity and ca... Show more
Administrator, Commercial Mortgage Operations.Vancouver, BC • Salary Range: $50,000 - $70,000/yr.CMLS Financial, a leading commercial lender in Canada, is dedicated to expanding its award-winning O... Show more
Start your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more
Start your career with Enterprise Mobility! We’re.Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can coun... Show more
We're now accepting participants for focus group studies! You can earn up to $750 per week working part-time from home.Simply register to see if you qualify—no experience as an administrative assis... Show more
Commercial Property Administrator.TalentSphere Staffing Solutions.Be among the first 25 applicants.Commercial Property Administrator.TalentSphere Staffing Solutions.Get AI-powered advice on this jo... Show more
Become an Occupational Therapist with Lifemark and transform the lives of clients in Squamish through holistic care.Your role will focus on both assessments and interventions to promote their healt... Show more
A real estate marketing and brokerage firm in Vancouver is seeking a detail-oriented Office / Operations Administrator to support daily operations and project coordination.The ideal candidate will ... Show more
Akhurst Machinery is a fourth-generation, family-owned Canadian distributor of woodworking, metalworking, grinding and sharpening, and off-site construction machinery, with branches across Canada a... Show more
Join us in enabling trade through Canada's largest port.The Vancouver Fraser Port Authority is an arm’s‑length federal agency responsible for the shared stewardship of the lands and waters that mak... Show more
Is your interest in beauty and health more than “skin deep”? Do your friends and family members ask you for cosmetics advice? Are you up-to-date with the latest beauty trends and products? Do you l... Show more
A national recruitment agency seeks a recently qualified CPA to provide personalized accounting and tax services for SMEs.In this role, you will manage a diverse portfolio of clients, preparing fin... Show more
Be among the first 25 applicants.Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.Being a traditional... Show more
This range is provided by Jim Pattison Developments Ltd.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Reporting to the Vice President, Asset M... Show more
Senior Analyst, Real Estate Asset Management.Location: Vancouver Real Estate office (on-site).This role provides an opportunity to join the Real Estate Finance Team and manage accounting functions ... Show more
A non-profit organization in Metro Vancouver is seeking an Office Assistant to manage sponsorship contracts and maintain donor relationships.This role involves administrative tasks such as handling... Show more
Recreation Facility Clerk (multiple positions).Reporting to the Customer Service Supervisor, the Recreation Facility Clerk is a customer-focused team member who performs reception, cashiering and a... Show more
