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 appointments
• Review and interpret wills and trust documents
• Coordinate asset collection and distribution activities
• Maintain accurate records, reports, and documentation
• Monitor investment and cash positions within accounts

Requirements:

• Strong knowledge of estates, trusts, and fiduciary administration
• Familiarity with relevant British Columbia laws and regulations
• Clear, empathetic communication with beneficiaries and professional advisors
• Financial literacy covering statements, cash flows, and investments
• Post-secondary education in law, business, finance, accounting, or related fields

Support sensitive fiduciary files at Heritage Trust through sound judgment, accurate administration, and informed client service in West Vancouver.