Aviso Wealth

Bilingual Estates Administrator, Temporary

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$55,000 - CA$65,000 per year

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 & Tools
estate settlementsjournal processingtax document issuanceproblem solvinganalytical skillsquality assurancetime managementorganizational skillsbilingual communication
Soft Skills
team collaborationcustomer service focusattention to detailindependencepositive attitudeability to work under pressure