Aviso Wealth

Temporary Estate Administrator

Aviso Wealth

contract

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

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Salary

💰 CA$55,000 - CA$65,000 per year

About the role

  • Settle estates, process accounting entries, prepare tax documents for estate accounts, and respond to inquiries and estate-related matters within established internal deadlines.
  • Ensure all information and request channels are kept up to date (for example, requests for OSM, Laserfiche, mailbox).
  • Provide proactive support and maintain a positive attitude as a team member. Work closely with other operational teams and, when required, directly with advisors on complex matters.
  • Review OCRI’s current estate settlement processes (formerly OCRCVM and ACFM) and proactively recommend improvements.
  • Keep training materials and certifications up to date.
  • Provide regular updates and escalate any outstanding items immediately so resources can be allocated.
  • Review and maintain the following: OCRI checklists, team procedures and manuals, and regulatory change documentation.
  • Monitor developments in the Canada Revenue Agency (CRA), Revenu Québec, Employment and Social Development Canada, the Civil Code, and trust regulations by consulting legislation, press releases and relevant industry bulletins.
  • Settle estates, ensure spousal transfers on death and full disbursement of plans, and verify the date of death.

Requirements

  • Post-secondary education and/or equivalent experience.
  • Minimum 2 to 3 years of experience in the financial sector, preferably in estates, registered plans, or operations.
  • Specialized knowledge of OCRI, CRA and Revenu Québec rules and regulations; knowledge of common law and civil law is an asset.
  • Proactive problem-solving and strong analytical skills; able 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.
  • Solid knowledge of Microsoft Office (Outlook, Excel, Word).
  • Knowledge of and experience with Dataphile is an asset.
  • Fluency in written and spoken English and French is required to communicate effectively with partners, clients and colleagues across Canada.
  • Ability to work standard Eastern Time hours.
Benefits
  • A competitive compensation program that rewards and recognizes individual contributions.
  • Comprehensive health, dental and life insurance benefits to meet the diverse needs of our employees.
  • Generous vacation, health and fitness benefits, and enhanced parental leave options.
  • Employer contributions to our retirement program.
  • Commitment to ongoing staff development through learning and development initiatives and a training support program.
  • Regularly organized social events to foster team building.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
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