Estate Administration Coordinator
Canada
Full Time
2 hours ago
$50,897 - $76,357 CAD
No Sponsorship
Key skills
Clerk
About this role
Role Overview
- Administers estate gifts from initial notification through final distribution
- Prioritizes time-sensitive estate documents and releases
- Establishes comprehensive estate files by reviewing legal and financial documentation
- Coordinates correspondence and follow-up requests with executors and lawyers
- Allocates estate proceeds and prepares monthly distributions and supports Legacy Allocation Committee
Requirements
- Undergraduate University Degree/College Diploma
- Estates Law Clerk designation an asset
- 3 years’ experience in Estate Administration
- Strong working knowledge of Canadian estate administration
- Proficient in Raiser’s Edge and Microsoft Office applications
Benefits
- Health insurance
- Paid vacation
- Paid sick time
- RRSP’s
- Opportunities for professional development