Trust officer -Sr Plan Administrator Job
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Employer: Western Pacific Trust Company
SpiderID: 14093983
Location: VANCOUVER, British Columbia
Posted: 11/6/2025
Wage:
Priority Review Date: 2/4/2026
Job Code / NOC / SOC:
Category: Finance/Investment
Job Description:
Overview
Languages
English
Education
Bachelor's degree
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
Trust company
Responsibilities
Tasks
Ensure plan openings, transfers and contributions are in compliance with all applicable CRA rules and company policies
Monitor client investments
Analyze clients' financial records
Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
Assist with record management
Work with clients, issuers and Manager to coordinate the transactions, resolve issues and address inquiries.
Independently handle client and issuer correspondence via phone, and written communications.
Assist Manager in reviewing the Arm’s Length mortgage purchase and discharge documentation to ensure compliance with company’s internal checklists and provide to compliance department for processing.
Assist Manager in reviewing mortgage and security documentation, maintaining deadlines, and following up with issuer/borrower as required.
Support the Manager in special projects and process initiatives.
Store, update and maintain databases
Work with online accounts and systems
Answer inquiries from clients and other company personnel
Co-ordinate administrative services
Co-ordinate work activities with other departments
Establish work priorities and ensure procedures are followed and deadlines are met
Disburse trust monies
Experience and specialization
Computer and technology knowledge
MS Office
Data administration
Area of specialization
Wealth management
Accounting
Additional information
Work conditions and physical capabilities
Fast-paced environment
Attention to detail
Personal suitability
Accurate
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Judgement
Organized
Team player
Benefits
Health benefits
Disability benefits
Health care plan
Other benefits
Other benefits
How to apply
Direct Apply
By email
[email protected]
Cover letter
This job posting includes screening questions.
Please answer the following questions when applying:
Are you authorized to work in Canada?
Languages
English
Education
Bachelor's degree
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
Trust company
Responsibilities
Tasks
Ensure plan openings, transfers and contributions are in compliance with all applicable CRA rules and company policies
Monitor client investments
Analyze clients' financial records
Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
Assist with record management
Work with clients, issuers and Manager to coordinate the transactions, resolve issues and address inquiries.
Independently handle client and issuer correspondence via phone, and written communications.
Assist Manager in reviewing the Arm’s Length mortgage purchase and discharge documentation to ensure compliance with company’s internal checklists and provide to compliance department for processing.
Assist Manager in reviewing mortgage and security documentation, maintaining deadlines, and following up with issuer/borrower as required.
Support the Manager in special projects and process initiatives.
Store, update and maintain databases
Work with online accounts and systems
Answer inquiries from clients and other company personnel
Co-ordinate administrative services
Co-ordinate work activities with other departments
Establish work priorities and ensure procedures are followed and deadlines are met
Disburse trust monies
Experience and specialization
Computer and technology knowledge
MS Office
Data administration
Area of specialization
Wealth management
Accounting
Additional information
Work conditions and physical capabilities
Fast-paced environment
Attention to detail
Personal suitability
Accurate
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Judgement
Organized
Team player
Benefits
Health benefits
Disability benefits
Health care plan
Other benefits
Other benefits
How to apply
Direct Apply
By email
[email protected]
Cover letter
This job posting includes screening questions.
Please answer the following questions when applying:
Are you authorized to work in Canada?
Job Criteria:
Start Date:
Position Type:
Experience:
Education: Bachelors
Travel:
Vacation:
Contact Information:
| Contact Name: VISHNU PRAVEEN PANNIYOTTUILLAM MADHAVAN NAMBOODIRI | Type: |
| Company: |