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.s1742254924adh@b1742254924rt1742254924

Fraser Valley Estate PLanning Council

Upcoming Events

  • Events

    20 May 25

    We’re excited to welcome you to our May dinner event featuring Kathleen Cunningham. This event will also serve as our AGM.

    To RSVP, please register via Eventbrite

    Date and time: Tuesday, May 20, 2025 · 5:30 – 8pm

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

    Title: Assisting clients in vulnerable situations

    Presentation Description: In September 2023 STEP Canada released its 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” The presentation will review highlights of the guide and how it can be used to assist professionals when serving their clients.

    Speaker Bio: Kathleen Cunningham, BCom, LLB, MPS, TEP

    Over her career, Kathleen served as Executive Director of the BC Law Institute (BCLI) and the Canadian Centre for Elder Law (CCEL) from 2015-2020, has led the delivery of education, legal support, and risk management at a major Canadian trust company, and assisted the Public Guardian and Trustee of BC with the implementation of personal planning and guardianship legislation, as well as projects addressing financial abuse of vulnerable adults. Kathleen was a member of two BC Law Institute Committees – Modernization of the Trustee Act, and Undue Influence Recognition and Prevention: A Guide for Legal Practitioners. She assisted STEP Canada with the planning, delivery, and final report for its 2021 Symposium on Vulnerable Clients and she is the author of STEP Canada’s 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” Kathleen served on STEP Worldwide Council (2015-2017) and in December 2023 she completed a six-year term on the steering committee for the STEP Worldwide Mental Capacity Special Interest Group.

    EVENT GENEROUSLY SPONSORED BY: Darnell Law Group

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.