Estate Administrator

Solus Trust Company

North York, ON

Closed

This position has been closed and is no longer accepting applicants.

Job Details:

Full-time

Management

Estate Administrator Solus Trust Company

Solus Trust Company is a federally regulated Canadian trust company providing professional estate administration, trustee, and wealth management services. The company supports individuals, families, advisors, and institutions with trusted fiduciary solutions, helping clients manage estate settlement, wealth transfer, and legacy planning needs across Canada.

An Estate Administrator at Solus Trust Company manages the administration and settlement of estates while providing support to beneficiaries, executors, advisors, and internal trust teams. The role involves coordinating estate documentation, processing financial transactions, maintaining accurate records, and ensuring estates are administered efficiently while meeting legal, tax, and regulatory requirements.

Working closely with Trust Officers, legal professionals, financial advisors, and estate beneficiaries, the Estate Administrator helps deliver professional, compliant, and client-focused estate services.

Key Responsibilities
Manage daily estate administration activities from initial setup through final settlement.
Prepare, organize, and maintain estate documents, records, and regulatory filings.
Coordinate probate applications, tax documentation, and estate-related paperwork.
Communicate with beneficiaries, executors, lawyers, financial institutions, and government agencies.
Process estate transactions including payments, distributions, fees, and account adjustments.
Maintain accurate estate accounting records and transaction documentation.
Assist with asset collection, valuation, and transfer processes.
Monitor estate timelines and ensure required actions are completed on schedule.
Support Trust Officers with complex estate and trust administration matters.
Ensure compliance with company policies, legal requirements, and fiduciary standards.
Qualifications
Bachelor's degree in Finance, Business Administration, Accounting, Law, or a related field.
2+ years of experience in estate administration, trust services, banking, wealth management, or financial operations.
Knowledge of estate settlement processes, probate procedures, and financial documentation.
Strong attention to detail with the ability to handle confidential information.
Excellent organizational, communication, and client service skills.
Ability to manage multiple priorities and deadlines in a professional services environment.
Preferred Skills
Estate and trust administration
Fiduciary services
Probate and estate settlement
Beneficiary and stakeholder communication
Financial record management
Tax documentation and reporting
Trust accounting
Wealth management operations
Regulatory compliance
Client relationship management
Banking and financial services experience
Preferred Certifications
Trust and Estate Practitioner (TEP)
Certified Executor Advisor (CEA)
Estate & Trust Professional (MTI)
Canadian Securities Course (CSC)
STEP Canada courses
Tools & Technologies
Microsoft Excel
Microsoft Office 365
Trust accounting systems
Estate administration platforms
Document management systems
CRM systems
Financial reporting tools
SharePoint
Microsoft Teams
Adobe Acrobat
Power BI
Why Join Solus Trust Company?
Build a career in professional trust and estate services.
Help clients manage important wealth transfer and legacy planning needs.
Work alongside experienced trust professionals and financial advisors.
Develop expertise in fiduciary administration and wealth management.
Enjoy competitive compensation, benefits, and career development opportunities.

As an Estate Administrator, you'll play an important role in helping Solus Trust Company deliver accurate, compliant, and client-focused estate services that support individuals and families across Canada.

#Administrative jobs

Frequently Asked Questions

What is the role of an Estate Administrator at Solus Trust Company?

This role manages the administration and settlement of estates from setup through final settlement, coordinating probate, tax documentation, and regulatory filings while supporting beneficiaries, executors, advisors, and internal trust teams.

Where is the Estate Administrator position located and what is the employment type?

This position is based in North York, ON, and is a full-time role.

What qualifications are required for the Estate Administrator position?

A bachelor's degree in Finance, Business Administration, Accounting, Law, or a related field, plus 2+ years of experience in estate administration or related financial services.

What are the key responsibilities of this Estate Administrator role?

Prepare and maintain estate documents and filings, coordinate probate and tax paperwork, process estate transactions, maintain accounting records, assist with asset collection and transfer, and ensure timelines and compliance.

What skills and capabilities are emphasized for success in this role?

Strong attention to detail, excellent organizational and client service skills, and the ability to manage multiple priorities and deadlines in a professional services environment.