Location(s): Help Headquarters
Job Type: Full Time Regular
myWork Program: Hybrid
Starting Salary Range: $49,700.00 - $57,200.00
Background Screening Requirement:

Enhanced Criminal Record Check

Credit Check

Identity Verification

Employment Verification

References

What's the Job?

The Senior Estate Operations Administrator - Fixed-term (18 months) is a key subject‑matter expert, providing advanced guidance on estate administration, powers of attorney, representation agreements, and committeeship, ensuring all actions follow internal policies, regulatory requirements, and risk controls.
You will handle complex files, provide authoritative guidance, and help safeguard the organization from reputational, regulatory, and operational risk.
You will also contribute to the development, maintenance, and continuous improvement of estate‑related policies, procedures, and operational processes. The role may support special projects tied to operational enhancements and corporate priorities.
Investment Operations operates six days per week in a hybrid model. Flexibility in scheduling and work location may be required based on business needs.
The ideal candidate brings strong attention to detail, exceptional communication skills, and the ability to navigate complex, sensitive situations with professionalism and empathy.

What You'll Get to Do

Prioritize and complete estate notification and settlement activities-balancing, reconciliation, transaction processing, validation of payout instructions, and documentation review-within required timelines.

Maintain accurate, compliant estate records that meet MFDA, CRA, and Coast Capital standards, reducing operational and legal risk.

Provide expert, empathetic guidance and support to our internal teams and external partners.

Respond to inquiries via phone, email, and written correspondence with clarity, professionalism, and accuracy.

Identify process gaps and opportunities for improvement, recommending enhancements and supporting updates to procedures, job aids, and training materials.

Stay current on policy, regulatory and industry changes impacting estate administration and investment operations.

Build strong, collaborative relationships across departments and with external stakeholders to ensure smooth and transparent estate handling.

Who we are looking for?

1 - 3+ years of experience in financial services, investment operations, or estate administration.

Strong knowledge of estate accounts, legal representative authorities (POA, Representation Agreement, Committeeship), and registered/non‑registered investment products.

Experience interpreting and applying policies in a regulated environment.

Proficiency with financial systems, workflow tools, and Microsoft 365 applications.

Strong analytical and problem‑solving skills with sound judgment when assessing complex scenarios.

Exceptional attention to detail and a high commitment to accuracy.

Excellent written and verbal communication skills, with the ability to navigate sensitive or emotionally charged situations with professionalism and empathy.

Highly organized and adaptable, able to prioritize workloads in a fast‑paced environment with shifting deadlines.

Proactive and self‑directed, with the ability to work independently while contributing effectively to a team.

Comfortable learning new technologies, systems, and processes, with a continuous improvement mindset and a focus on efficiency and quality.

Ability to anticipate long‑term implications of decisions and consider risk when determining next steps.

Equity, Diversity & Inclusion at Coast Capital

Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.


Why join Coast Capital Savings?

Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.

Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.

A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.

Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.

Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.

Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.

Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.

Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.

An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.

We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.

Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.