Fraser Valley Estate PLanning Council

Coordinator Position

Posted March 2nd, 2017

Association Coordinator

Reports to Executive Board

Established in 1997, the Fraser Valley Estate Planning Council (FVEPC) consists of more than 60 members including lawyers, accountants, chartered life underwriters, bankers, trust administrators, gift planners and financial advisors.

The Council provides a forum for and promotes communication among professionals engaged in estate planning and estate administration and may provide educational credits to members where approved.

Member luncheon professional development meetings are held on the third Tuesday of the month five times a year and Board meetings are held in the evening on the first Tuesday of the month five times a year.

Duties and Responsibilities

  • Meeting planning (assist in preparation of budgets with treasurer, negotiate catering contracts, coordinate speakers, etc.).
  • Assist with preparation of meeting agenda.
  • Meeting management – onsite to manage all aspects of the meetings.
  • Organize and handle all activities and calls of the Board and their committees.
  • Handle meeting marketing activities – LinkedIn, Eventbrite, etc.
  • Handle the Member directory – track and document any changes or edits.
  • Be the point person for member inquiries.
  • Assist in collection of dues from members and guest fees.
  • Assist with the recruitment of new members.
  • Drafting correspondence including invitations, emails, minutes and promotions.
  • Keep all Association documents safe/confidential and organized.
  • Equipment required:  Laptop and printer scanner

Qualifications:

  • Experience in meeting planning.
  • Experience in marketing activities.
  • Excellent communication skills.
  • Ability to work independently with little direct supervision.

Technical Experience:

  1. Must be proficient in Microsoft Office suite of products.
  2. Must be proficient in WordPress and updating websites.
  3. Must be proficient in PayPal invoicing and able to reconcile accounts.
  4. Must be proficient in setting up audio and visual components for presentations.
  5. Must be proficient in desktop publishing and creating graphics and marketing materials.

Working Conditions

Administrator must be able to travel locally and carry equipment to FVEPC meetings. The position requires an individual who is a self-starter and can work independently out of an office in their home as a self-employed contractor.  Would be suitable for someone with experience working in an accounting or law office or a bank or an insurance or financial services office.

Time Commitment

10 to 12 hours per meeting month

Compensation

$25 to $30 per hour

Respond with Cover Letter, Resume and References by March 31 to:

T. Britnell:  moc.s1731259063adh@b1731259063rt1731259063

Fraser Valley Estate PLanning Council

Upcoming Events

  • Events

    Estate Administration Tax Issues 101
    19 Nov 24

    We’re excited to welcome you to our November dinner event featuring our own Bernice Kristoff-Trowell, Avisar and Kiran Dhesa, RBS Law.

    Presentation Overview: This session will provide estate planning professionals with an overview of post-death tax considerations from a legal and accounting perspective. Attendees will gain the tools to help clients organize their affairs for smoother estate administration and empower executors to make informed decisions with confidence.

    Speakers: Kiran Dhesa, RBS Law and Bernice Kristoff-Trowell, Avisar

    Kiran Dhesa is a lawyer with Richards Buell Sutton. Her practice is primarily focused on estate planning and estate administration. Kiran helps clients achieve their estate planning goals through the use of Wills, Codicils, Testamentary Trusts, Deeds of Gift, and bare Trust Agreements. She develops plans that will protect clients in the event of incapacity for financial, health, and personal decision making.

    Bernice Kristoff-Trowell CPA, CMA, TEPManager, Avisar Chartered Professional Accountants

    With over 29 years in accounting, Bernice has built a career grounded in expertise and empathy. As a Manager at Avisar in Langley, Bernice transitioned her private enterprise accounting and tax focus to estate administration in 2021. She is passionate about helping clients navigate the complexities of estate-related tax matters, driven by a deep compassion for those dealing with sensitive financial issues. Bernice’s dedication ensures that clients not only understand their options but feel supported throughout the process.

    Event sponsored by: RICHARDS BUELL SUTTON LLP

    TO RSVP: Register via EventBrite 

    Time: 5:30-8:00 PM

    Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

Fraser Valley Estate PLanning Council

Networking with FVEPC

  • Become a part of our network and receive valuable professional development and information relative to Estate Planning in the Fraser Valley.

    View all our members or consider becoming a member.