Administrateur – Transferts
Aviso Wealth
Estate Administrator
Aviso Wealth
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$55,000 - CA$65,000 per year
Job Level
Mid-LevelSenior
About the role
- Settle estates, process accounting entries, prepare tax documents for estate accounts, and respond to inquiries and estate-related issues within established internal timelines
- Ensure all information and request channels are up to date (for example, requests for OSM, Laserfiche, mailbox)
- Provide proactive assistance and maintain a positive attitude as a team member. Collaborate closely with other operational teams and, when necessary, work directly with advisors on complex matters
- Review OCRI's current estate settlement processes (formerly OCRCVM and ACFM) and proactively recommend improvements
- Maintain and update training
- Provide regular updates and report any outstanding items immediately so resources can be allocated
- Review and maintain the following: OCRI checklists, team procedures and manuals, and regulatory changes
- Monitor developments in CRA, Revenu Québec and Employment and Social Development Canada regulations, the Civil Code and trust legislation by consulting legislation, press releases and relevant industry bulletins
- Settle estates, process spousal transfers on death and full plan disbursements, and verify dates of death
Requirements
- Post-secondary education and/or equivalent experience
- Minimum 2–3 years' experience in the financial sector, preferably in estates, registered plans, or operations
- Specialized knowledge of OCRI, CRA and Revenu Québec rules and regulations, common law and civil law is an asset
- Proactive problem-solving and strong analytical skills, with the ability to present recommendations for review and implementation
- Strong attention to detail and accuracy, with a focus on quality assurance
- Ability to work independently and as part of a team
- Exceptional customer service orientation
- Excellent organizational and time-management skills, with the ability to work under pressure and meet deadlines
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge of and experience with Dataphile is an asset
- Bilingual proficiency (written and spoken) in English and French is required to communicate fluently and effectively with partners, clients and colleagues across Canada
- Ability to work standard Eastern Time (ET) hours
Benefits
- Competitive compensation program
- Comprehensive health and dental benefits and market-leading insurance to meet employees' diverse needs
- Generous vacation, health and wellness benefits, and enhanced parental leave options
- Additional employer contributions to our retirement plan
- Commitment to continuous employee development through learning and development programs and a training support program
- Regularly organized social events to promote team building
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
estate settlementaccounting entriestax document preparationOCRICRA regulationsRevenu Québec regulationscommon lawcivil lawquality assuranceDataphile
Soft skills
proactive problem-solvinganalytical skillsattention to detailcustomer service orientationorganizational skillstime-management skillsability to work independentlyteam collaborationpositive attitudeability to work under pressure
