Bilingual Transfers Administrator
Aviso Wealth
Bilingual Estates Administrator
Aviso Wealth
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$55,000 - CA$65,000 per year
Job Level
JuniorMid-Level
About the role
- Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
- Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)
- Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams and where needed directly with the advisors for complex situations
- Reviews current processes of CIRO (formerly IIROC and MFDA) estate settlements and pro-actively make recommendations for improvement
- Ensures training checklist is up to date and current
- Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
- Reviews and ensures the following are current: CIRO checklists, departmental procedures and manuals per trustee or regulatory changes
- Remains current on CRA, Revenue Quebec, ESDC, civil code and trustee regulations through the review of legislation, press releases, and industry information bulletins
- Perform estate settlement, spousal rollovers due to death, full cash out of plans, review date of death
Requirements
- Post-secondary education and/or equivalent experience
- Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations
- Industry knowledge of CIRO, CRA and Revenue Quebec rules and regulations (common and civil law) preferred
- Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
- Extremely detail oriented and accurate with a focus on quality assurance
- Ability to work independently and in a team environment
- Outstanding customer service focus
- Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge and experience of Dataphile is an asset
- Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
- Ability to work EST standard hours
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
estate settlementsjournal processingtax document issuanceproblem solvinganalytical skillsquality assurancetime managementorganizational skillsbilingual communication
Soft skills
team collaborationcustomer service focusattention to detailindependencepositive attitudeability to work under pressure
