The Estate/Trust Administrator (TA) position provides administrative support to trust officers directly responsible for estate, trust , POA and agency accounts. The TA will have some direct contact with estate and trust clients as well as their beneficiaries.

This is a professional career that will progress in level of responsibility and increased complexity as experience is gained. It can be a lifelong career or it can be part of a component within a career progression plan leading to a position as a trust officer or trust manager. Salary will generally increase with the level of responsibility.

Responsibilities Include

  • Preparation of appropriate documentation for regulatory, tax, legal and government agencies and related documents on behalf of estates, trusts and POA's
  • Managing the day-to-day estate and trust administration including beneficiary communications, bill payments and disbursements
  • Carrying out trust accounting transactions including capital or revenue charges, receipts, fees and adjustments for estates and trusts accounts. Preparation of probate documentation
  • Communications with other financial institutions

Earning Potential

$40,000-$60,000+/year
Avg Salaries from Canadian job sites

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Required & Recommended Credentials and Courses

Below are the courses and credentials required and/or recommended for this career.

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