Estates and Investment Administrator
Branch Location: Any branch location, PE
Be part of something meaningful at Provincial Credit Union — one of Atlantic Canada’s leading credit unions and proud recipient of Canada’s Top 100 Employers award for 2025! We're driven by our core values of People, Purpose, and Possibility, and we're on a mission to provide trusted financial advice, education, and planning to help Islanders thrive. At Provincial Credit Union, you’ll join a supportive, forward-thinking team that’s passionate about delivering exceptional member experiences and making a real impact in our communities. If you're ready to grow your career while helping others grow their financial future — we want to meet you.
What You’ll Do:
You will play a key role in supporting the Credit Union's estate and investment processes. This role is responsible for leading the administration and completion of estate accounts, and serves as a subject matter expert in estates and powers of attorney (POAs). The Estates and Investment Administrator creates and maintains clear and consistent procedures to guide staff in these areas, working closely with internal teams and legal counsel on complex or non-standard files. In addition to estate-related responsibilities, this role supports investment processes by preparing documentation, submitting regulatory filings, and providing information on registered products. This role ensures accuracy, compliance, and member-focused service in all activities.
What You Have:
Required Education and Experience
- High school diploma plus a minimum of two years’ experience in related financial services responsibilities.
- Demonstrated experience supporting financial advice and administration in a digital or multi-channel environment is considered an asset.
Skills and Abilities
- Subject Matter Expertise: Demonstrated experience and enthusiasm for providing guidance and support to staff in the administration of estate and power of attorney processes.
- Organizational Skills: Strong organizational and multitasking skills, with attention to detail and the ability to process information accurately and efficiently.
- Confidentiality & Professionalism: Maintains a professional and composed manner while handling sensitive and confidential information.
- Communication: Excellent verbal and written communication skills.
- Technical Proficiency: Intermediate-level proficiency in Microsoft Office applications and the ability to quickly learn and adapt to new technologies.
What we offer:
- Outstanding Culture: Join an engaged and community-focused team that fosters a positive work environment.
- Market Competitive Compensation: Enjoy a competitive salary along with an annual bonus program.
- Generous Benefit Package: We provide a comprehensive benefits package, including a flexible health and dental plan, sick time, and a Defined Contribution Pension Plan and Group Retirement Saving Plan with up to 9% employer contribution.
- Work-Life Balance: Start with three weeks of vacation per year, supplemented by four personal days and two volunteer days.
- Professional Development: Take advantage of tuition reimbursement, training programs, and career progression opportunities.
- Employee Perks: Enjoy additional perks such as an annual fitness and clothing allowance, reduced rates on employee loans and mortgages, and no service fees on banking transactions.
- Salary range for this position: $51,900 - $61,100.
Join our team at Provincial Credit Union and enjoy a rewarding career with competitive compensation, comprehensive benefits, and a supportive work environment that values your growth and well-being.
Please note that all offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.
Bondability Requirement
As part of the hiring process, candidates must meet the requirements to be bondable under a fidelity bond policy. Bondability may involve considerations such as past criminal convictions, credit history, and other relevant factors assessed by our insurer.
Closing date is July 28th, 2025.
Diversity and Inclusion:
Provincial Credit Union invites applications from all qualified individuals. Provincial Credit Union is committed to employment equity and diversity in the workplace, and welcome applicants from diverse backgrounds. Accommodation is available for applicants with disabilities throughout the recruitment process.
