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Careers

Solus Trust continues to grow!

We are always looking for good people – If you have trust and estate experience, please send us your resume and a cover letter to jobs@solustrust.com

Job Type: Full-time
Reports to: VP Operations
Posting Date: January 6, 2020
Location: Downtown, Vancouver

 

About Solus Trust Company Limited (“Solus Trust”)

Solus Trust is a privately owned, non-deposit taking, independent trust company offering fiduciary services in British Columbia. Founded in 2005, Solus Trust has grown to become one of BC’s largest trust companies. Independence, decades of in-depth technical experience, local presence and personalized services make Solus Trust unique among corporate trustees in the province. At Solus Trust, we specialize in personal fiduciary services which include the management and administration of trusts, estates, power of attorneys and agencies.

 

Trust Officer

We are looking for an experienced trust and estate professional to establish relationships with clients to understand, manage and administer their complex plans and wishes.

 

REPONSABILITIES
Trust File Management
  • Establish and manage client/beneficiary/co-trustee relationships.
  • Manage trust, estate and other fiduciary services, coordinating the application of any specialized expertise or services that may be required.
  • Complete account-opening and closing procedures.
  • Ensure all account information on internal systems is current, complete and accurate.
  • Monitor client account activity and balances.
  • Arrange for transfers of funds to / from third party investment managers.
  • Monitor management plan adherence for guardianship accounts.
  • Check fee calculations for trusts and estates as needed.
Client Relations
  • Provide personalized service to clients/beneficiaries, exemplified by timely and accurate account administration.
  • Demonstrate technical expertise, to identify needs and concerns of clients, their advisors and where applicable, the co-trustees.
Administration
  • Administer estates, trusts, power of attorney and agency accounts.
  • Coordinate all administrative responsibilities prior to and after death of client and their estates.
  • Review and collect accounts receivable for all active clients.
  • Ensure completion of quarterly file audit.
  • Facilitate and maintain internal audit procedures in conjunction with other Trust
  • Department members.
  • Contact service providers, government agencies and other related parties when necessary for account administration purposes.
  • Participate and support other team members with previous experience and expertise.
  • Mentor junior trust administrators to learn and understand trust and estate guardianship.
Skills
  • Post-secondary education or equivalent industry experience with trust administration, legal administration and/or accounting.
  • Experience in financial or trust services involving knowledge of trust accounting principles and systems.
  • Expert estate and trust accounting and administration experience and knowledge of fiduciary responsibilities.
  • Thorough knowledge of relevant estate, tax, trust, incapacity, business, family and charity law.
  • Working knowledge of foreign jurisdiction connection issues and implications.
  • Technical knowledge and fiduciary experience of estate and/or trust experience.
  • Experience in financial or trust services involving knowledge of trust accounting principles and systems.
  • Exceptional client relations experience dealing with confidential and complex intricacies.
  • Enrolment in or completion of a professional designation/diploma (TEP, CETA, or MTI) preferred;
  • Fluency in English required, fluency in Asian languages would be an asset.

Solus Trust offers a dynamic workplace, prime downtown office location and a generous compensation and benefits package. We are looking for a self starter, who wants to work in and/or learn the trust management business, with a desire to participate as an active member of the company and with its clients. For more information about what we do, please have a look at our website. Full job descriptions will also be sent out to suitable candidates. Interested applicants should provide a letter of interest, including salary expectation along with a resume to: jobs@solustrust.com. An offer of employment is conditional on Solus Trust receiving satisfactory employment checks including criminal, credit, civil, regulatory (as applicable) and reference checks. We thank you for your interest in Solus Trust. Please note that only successful applicants will be contacted. No agencies please.

Job Type: Full-time
Reports to: President / CEO
Posting Date: January 6, 2020
Location: Downtown, Vancouver

 

About Solus Trust Company Limited (“Solus Trust”)

Solus Trust is a privately owned, non-deposit taking, independent trust company offering fiduciary services in British Columbia. Founded in 2005, Solus Trust has grown to become one of BC’s largest trust companies. Independence, decades of in-depth technical experience, local
presence and personalized services make Solus Trust unique among corporate trustees in the province. At Solus Trust, we specialize in personal fiduciary services which include the management and administration of trusts, estates, power of attorneys and agencies.

 

Position Overview

Solus Trust is looking for a trust and estates professional to join us as our Manager, Estate Planning whose primary responsibility will be to provide prospective clients of Solus Trust with information on the full range of personal fiduciary services offered by the company. The role
also involves liaising with external referral sources such as law firms, investment-advisory firms, accounting firms, charitable organizations and seniors’ organizations.

 

Job Functions and Responsibilities
Trust File Management
  • Review and assess with prospective clients their individual and family estate planning needs, including financial and family issues
  • Advise prospective clients on appropriate estate planning issues and techniques and submit planning options for consideration
  • Implement estate plans including detailed instructions to client’s legal counsel for preparation of new Will, Trust Deed and Power of Attorney. Review draft legal documents prior to execution by client to ensure client needs are met
  • Network and promote Solus Trust services to external professional advisors and prospective clients to develop immediate estate, trust and Power of Attorney business against specific asset collection targets with associated fee income to Solus Trust
  • Increase the Solus Trust Wills Bank and maintain the business prospect database
  • Conduct regular review of client’s Will and estate plan to ensure plan is current with client circumstances/needs as well as relevant legislation and tax regulations
  • Work in conjunction with external professional advisors to assist in developing client understanding and education of estate planning issues; help differentiate Solus Trust professional executor/trustee/POA solutions from others emphasizing our independence and personalized service
  • Participate in seminars and prospective client group meetings explaining the value of estate planning and Solus Trust estate/trust/POA services
  • Liaise with external professional advisors to maintain a current roster of Solus Trust recommended estate and trust lawyers, accountants, investment professionals, private bankers, financial planners and insurance agents
  • Always act in the best interest of the clients and provide the appropriate level of service and guidance to prospective clients and their families on all aspects of estate planning
Qualifications and Requirements
  • Law degree, accounting designation or accreditation from the Institute of Canadian Bankers (STI or MTI), a member of the Society of Trust and Estate Professionals (STEP) or Certified Financial Planner (CFP).
  • 10 years’ experience in estate planning and /or estate and trust management
  • Strong presentation, computer and database management skills
Personal Characteristics and Experience
  • Stewardship of the client experience
  • Solid communication and interpersonal skills including presentation/public speaking skills
  • Highly professional demeanor demonstrating integrity and trust
  • Ability to work effectively and collaboratively within a team
  • Proven networking, business development and sales skills
  • Well organized, goal driven and action oriented

Solus Trust offers a dynamic workplace, prime downtown office location and a generous compensation and benefits package. We are looking for a self starter, who wants to work in and/or learn the trust management business, with a desire to participate as an active member of the company and with its clients. For more information about what we do, please have a look at our website. Full job descriptions will also be sent out to suitable candidates. Interested applicants should provide a letter of interest, including salary expectation along with a resume to: jobs@solustrust.com . An offer of employment is conditional on Solus Trust receiving satisfactory employment checks including criminal, credit, civil, regulatory (as applicable) and reference checks. We thank you for your interest in Solus Trust. Please note that only successful applicants will be contacted. No agencies please.

Parking is available in the building, and public transit is nearby.

CONTACT US

Solus Trust looks forward to hearing from you and welcomes any inquiries you may have.

OFFICE HOURS
Monday – Friday
9am – 5pm
We are CLOSED on Statutory Holidays, plus Easter Monday and Boxing Day.
ADDRESS
520-1100 Melville Street
Vancouver • BC • V6E 4A6
Canada

MORE TEAM

Solus Trust has a dedicated team of experienced practitioners able to handle situations from the simple to the most challenging administrations.

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TEAM MEMBERS