EQ Bank | Equitable Bank

Estates and Trusts Administrator

EQ Bank | Equitable Bank

full-time

Posted on:

Origin:  • 🇨🇦 Canada

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Job Level

JuniorMid-Level

About the role

  • The Estates and Trusts Administrator is responsible for independently managing a wide range of estate and trust files, each with unique legal, financial, and procedural requirements.
  • This includes interpreting wills, trust deeds, and court documents; initiating and processing asset transfers; preparing documentation for tax filings; and ensuring compliance with trust accounting principles and legislative timelines.
  • The role also involves direct communication with legal counsel, financial institutions, government agencies, and beneficiaries—requiring a high level of professionalism and discretion.
  • In addition to these core responsibilities, the Administrator is empowered to authorize disbursements up to $100,000 within the Delegation of Authority framework.
  • They play a key role in identifying and mitigating risk, recommending procedural improvements, and maintaining system integrity through participation in upgrades and regression testing.
  • The Administrator also contributes to team development by training new employees and reviewing peer work.

Requirements

  • post-secondary education in business administration of related field.
  • Two (2) years in trust or financial services industry with experience in administrative capacity
  • Enrolment in the first course of the Certificate program through STEP
  • Basic knowledge of current trust law and legislative requirements in all common law provinces
  • Innovest system knowledge
  • Excellent Microsoft office skills
  • Excellent analytical and problem solving skills
  • Comprehensive written and oral communication skills
  • Ability to communicate with professionals at all levels
  • Concern for Order, Quality and Compliance
  • Listening, Understanding & Responding
  • Results Orientation
  • Teamwork & Co-operation
  • Reports directly to Sr. Trust Advisor.
  • Collaborates with estates and trust team on a daily basis.
  • Empowered to make decisions to advance administration of files, within Delegation of Authority framework; including authorization for disbursements to $100,000
  • Regularly communication with external and internal contacts to move file to meet service standards and to recognize revenues on a timely basis.
  • Contribute to system integrity by participating in system upgrade and regression testing
  • Responsible to train new employees and review peer work
  • Responsible for adapting to department changes, changes in policies and procedures.
  • Follow all enterprise-wide corporate policies
  • Overtime may be required during certain times of the year to meet reporting deadlines.
  • Required to be in the office on a rotational basis.
  • Lifting/moving heavy boxes on an occasional basis
  • Hybrid work is expected with 1-5 days in person depending on the level and seniority of the role
  • This role requires the individual to manage files that are vastly different from one file to the next. There are multiple products, and type of accounts within products. No two files are the same, and customized solutions for administering, tracking and reporting is often required. The individual requires the ability to read and interpret operating documents such as trust agreement, wills and court documents.