Job Description
Date posted: March 21, 2026
Pay: CA$50,000.00-CA$70,000.00 per year
Job description:
Trust Administrator
Lumina Law + Everest (Vancouver, BC | Full-time | Hybrid)
About Lumina + Everest
Lumina Law is a boutique Vancouver firm focused on trust-heavy, complex estates and planning for business-owner and Canadian families. Everest is our professional trustee/executor practice supporting estate and trust administration.
We are a growing, nimble team with high standards that is dedicated to providing an excellent client experience. Our environment is fast paced, focused on clarity, and systems-oriented. We’re tech-forward (e.g., Clio and process automation) and building a platform that can grow without chaos.
As a team, we are committed to fostering an inclusive environment that values cultural diversity and a wide range of perspectives and opinions.
The Opportunity
We’re hiring a Trust Administrator to help us administer our estates and trusts.
This role is ideal for someone who can operate calmly in a dynamic environment, communicate clearly, and work effectively with senior professionals and diverse perspectives—while earning trust and driving accountability.
While discussions with Co-Trustees, beneficiaries, clients, their advisors and the business community will generally be the responsibility of the Trust Officer, the Trust Administrator will frequently deal with external contacts, gather and relay information and is designated as the point of contact in the absence of the Trust Officer.
Is this role right for you? In this role, you will:
Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
Provide effective back-up in the absence of the Trust Officer by demonstrating a detailed knowledge of the accounts and responding to the client and beneficiary needs in a timely manner, referring matters to other resources where appropriate.
Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice
Assemble information regarding assets in new accounts (including research into the tax costs) and ensure the preparation of the opening inventory/Record of Trust. Set up client and asset information on the Trust including the creation and maintenance of diaries to provide for such matters as fixed remittances fee processing, investment reviews and statement production.
Prepare routine correspondence and documentation, including draft documentation in respect of matters that policy requires be submitted to the appropriate internal oversight groups concerning beneficiary/court approval of fees and statements;
Champion a customer focused culture to deepen client relationships and leverage broader relationships, systems and knowledge.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
Proactive with a proven track record of providing a best in class client experience
Proven aptitude to learn new concepts and readily apply them to day to day tasks
Strong interpersonal and verbal communication skills
Strong time management skills and a proven ability to multi-task
High School Diploma
Enrolment in Financial Industry courses
CSC, IFIC, STEP Canada, ICB.
Working knowledge of asset management and administrative procedures
Basic knowledge of Trust Accounting principles
You do not need:
Legal industry experience
A specific credential—what matters is capability and character.
What You Bring
Ability to prioritize tasks, work calmly under pressure, and thrive in a fast-paced and time-sensitive environment.
Strong willingness to learn, adapt, accept feedback, and improve.
Clear communication skills (written and verbal).
Ability to develop and maintain strong relationships and rapport with team members, clients, and vendors.
Practical problem solver; moves things forward.
Comfortable giving and receiving direct feedback.
Organized and structured—without being rigid.
Proven ability to follow instructions but also take initiative.
High integrity and discretion, maintaining confidentiality regarding files, clients, and sensitive issues.
Nice-to-haves:
Language: Mandarin, Cantonese, Korean, Tagalog are bonuses
Experience planning and attending conferences and trade shows
Experience coordinating tasks pre and post business trips
Compensation
Competitive based on relevant experience and qualifications. (We can share a range during screening.) We also value professional development and building a long-term role.
Sick time/vacation time/personal time based on relevant experience.
Professional development support - $1,000 annually
Benefits plan.
How to Apply
Send a resume and a short note answering:
Why this role, and why now?
Example of a time you brought order to chaos (what you did, what improved).
What systems/tools you’ve used to run operations effectively.
Job Types: Full-time, Permanent
Pay: $50,000.00-$70,000.00 per year
Benefits:
Company events
Dental care
Extended health care
On-site gym
Paid time off
Language:
an Asian language (preferred)
Work Location: In person
Pay: CA$50,000.00-CA$70,000.00 per year
Job description:
Trust Administrator
Lumina Law + Everest (Vancouver, BC | Full-time | Hybrid)
About Lumina + Everest
Lumina Law is a boutique Vancouver firm focused on trust-heavy, complex estates and planning for business-owner and Canadian families. Everest is our professional trustee/executor practice supporting estate and trust administration.
We are a growing, nimble team with high standards that is dedicated to providing an excellent client experience. Our environment is fast paced, focused on clarity, and systems-oriented. We’re tech-forward (e.g., Clio and process automation) and building a platform that can grow without chaos.
As a team, we are committed to fostering an inclusive environment that values cultural diversity and a wide range of perspectives and opinions.
The Opportunity
We’re hiring a Trust Administrator to help us administer our estates and trusts.
This role is ideal for someone who can operate calmly in a dynamic environment, communicate clearly, and work effectively with senior professionals and diverse perspectives—while earning trust and driving accountability.
While discussions with Co-Trustees, beneficiaries, clients, their advisors and the business community will generally be the responsibility of the Trust Officer, the Trust Administrator will frequently deal with external contacts, gather and relay information and is designated as the point of contact in the absence of the Trust Officer.
Is this role right for you? In this role, you will:
Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
Provide effective back-up in the absence of the Trust Officer by demonstrating a detailed knowledge of the accounts and responding to the client and beneficiary needs in a timely manner, referring matters to other resources where appropriate.
Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice
Assemble information regarding assets in new accounts (including research into the tax costs) and ensure the preparation of the opening inventory/Record of Trust. Set up client and asset information on the Trust including the creation and maintenance of diaries to provide for such matters as fixed remittances fee processing, investment reviews and statement production.
Prepare routine correspondence and documentation, including draft documentation in respect of matters that policy requires be submitted to the appropriate internal oversight groups concerning beneficiary/court approval of fees and statements;
Champion a customer focused culture to deepen client relationships and leverage broader relationships, systems and knowledge.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
Proactive with a proven track record of providing a best in class client experience
Proven aptitude to learn new concepts and readily apply them to day to day tasks
Strong interpersonal and verbal communication skills
Strong time management skills and a proven ability to multi-task
High School Diploma
Enrolment in Financial Industry courses
CSC, IFIC, STEP Canada, ICB.
Working knowledge of asset management and administrative procedures
Basic knowledge of Trust Accounting principles
You do not need:
Legal industry experience
A specific credential—what matters is capability and character.
What You Bring
Ability to prioritize tasks, work calmly under pressure, and thrive in a fast-paced and time-sensitive environment.
Strong willingness to learn, adapt, accept feedback, and improve.
Clear communication skills (written and verbal).
Ability to develop and maintain strong relationships and rapport with team members, clients, and vendors.
Practical problem solver; moves things forward.
Comfortable giving and receiving direct feedback.
Organized and structured—without being rigid.
Proven ability to follow instructions but also take initiative.
High integrity and discretion, maintaining confidentiality regarding files, clients, and sensitive issues.
Nice-to-haves:
Language: Mandarin, Cantonese, Korean, Tagalog are bonuses
Experience planning and attending conferences and trade shows
Experience coordinating tasks pre and post business trips
Compensation
Competitive based on relevant experience and qualifications. (We can share a range during screening.) We also value professional development and building a long-term role.
Sick time/vacation time/personal time based on relevant experience.
Professional development support - $1,000 annually
Benefits plan.
How to Apply
Send a resume and a short note answering:
Why this role, and why now?
Example of a time you brought order to chaos (what you did, what improved).
What systems/tools you’ve used to run operations effectively.
Job Types: Full-time, Permanent
Pay: $50,000.00-$70,000.00 per year
Benefits:
Company events
Dental care
Extended health care
On-site gym
Paid time off
Language:
an Asian language (preferred)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Trust Administrator position is now open for candidates interested in the Event Management Jobs sector. This role in Vancouver offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.