Client Services Associate, Estate Administrator

6 months ago


Vancouver, Canada Nicola Wealth Full time

**About Nicola Wealth**:
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk

**About the Team**:
Our Client Operations Team puts the client at the forefront of everything we do. We're dedicated to continually seek to find creative solutions to address the** **exacting needs of high-net worth clients and wealth advisors. We pride ourselves on accuracy, polished interpersonal skills, and timely follow-through. You'll be a great fit with our team if you can work in a dynamic, fast paced, entrepreneurial environment requiring strong organization, time management, and prioritization skills.

**Purpose of the Role**:
Your role as a Client Service Associate, Estates Administrator, is to provide expertise, guidance, and a high level of administrative support to our Advisory Services Team as they work directly with our clients who are going through estate settlements and marriage breakdowns. As you manage the end-to-end workflow to facilitate a smooth and client-centric settlement process, you'll make a meaningful impact to clients during one of the most difficult times in their life.

This role will operate on a hybrid working schedule based in either Vancouver or Toronto.

**Core Responsibilities**:

- Review client holdings in investment accounts and determine requirements to settle estates and death claims or to distribute assets due to marriage breakdown.
- Communicate with executors and clients directly to facilitate the execution of settlement.
- Provide support and guidance to navigate the estate settlement process, proactively escalating where necessary to ensure strict adherence to SLAs.
- Collaborate with Advisory Services Team to provide expertise and create a seamless client experience.
- Finalize tax receipts issued for settlement.

**Required Skills & Qualifications**:

- 5+ years of related experience
- A strong understanding of registered plans in relation to the estate settlement process.
- Experience processing beneficiary changes and setting up POAs on client accounts.
- Basic knowledge of common law in relation to estates and wills.
- STEP CETA course or willingness to enroll.
- Familiarity with industry and compliance regulations and ability to monitor and be aware of risk in terms of client confidentiality.

**Compensation & Benefits Package**:
This position comes with a competitive base salary hiring range of **$51,000-$70,000**; dependent on experience, skills, qualifications and internal equity.
- Thank you for your interest in a career with Nicola Wealth_



  • Vancouver, Canada CoCalibrate Real Estate Solutions Full time

    So you love real estate, and you love organizing. You thrive at being the hub of a bustling office, surrounded by dynamic top producers, while keeping things moving and inviting, with genuine warmth and excellent customer service. You’re a tech-savvy person who stays on top of things by utilizing programs like Word docs and spreadsheets. You know the...

  • Real Estate

    6 months ago


    Vancouver, Canada Aston Gate Real Estate Brokerage Full time

    **Aston Gate Real Estate** - _Real Estate Administrative Assistant_ - _Marketing Assistant_ - _Real Estate Administrator_ **Schedule**: Flexible **Experience**: Real estate administration: 2 Year (preferred) **Salary**: TBD Vancouver, Meet Aston Gate West! Aston Gate Real Estate is an elevated boutique brokerage located in Toronto, specializing in the...

  • Associate

    6 months ago


    Vancouver, Canada Strategic Real Estate Full time

    Strategic Real Estate Ltd. is a fully licensed boutique commercial real estate brokerage providing real estate solutions to clients for over 20 years. We believe in building long term client relationships through delivering intelligent, honest, professional, individualized service in the real estate industry. **Associate Responsibilities**: - Work in a...


  • North Vancouver, Canada CoCalibrate Real Estate Solutions Full time

    We are a dynamic team at a top-tier Real Estate Brokerage located in beautiful North Vancouver. You are the heartbeat of our administrative operations, you'll be the conductor of order ensuring everything runs like a well-oiled machine. This is a steady 9-5, perfect for someone looking for stable, consistent work that they can dive into each day. You’re a...


  • Vancouver, Canada Bespoke Real Estate Group Full time

    **Compensation**: $20 hourly **Responsibilities**: - Achieve company objectives and regularly compile a progress report to present to the team - Participate in training sessions to improve skills with administrative tasks in the real estate industry - Complete paperwork for all real estate transactions in a timely manner to ensure a deal is closed as...


  • Vancouver, Canada Raymond James Financial, Inc. Full time

    **Estate Processing Administrator** - 2403561 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to...


  • Vancouver, Canada Raymond James Ltd Full time

    _At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. - **Estates Processing...

  • Real Estate Assistant

    6 months ago


    Vancouver, Canada Real Estate Mortgage Brokerage Full time

    Overview: **Responsibilities**: - Assist real estate agents in managing administrative tasks and daily operations - Communicate with clients, vendors, and other stakeholders to ensure smooth transactions - Coordinate property showings and open houses - Prepare and distribute marketing materials for listings - Conduct market research and analysis to support...


  • Vancouver, Canada BC Children's Hospital Foundation Full time

    **What we do**: At BC Children’s Hospital Foundation, we’re on a quest to ensure every kid in the province receives the best health care imaginable. As a fundraising organization, we inspire communities and people to support BC Children’s Hospital, along with its world-class research institute, mental health facility and rehabilitation center. Our...

  • Estates Administrator

    6 months ago


    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for an Estates Administrator to join our Operations team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West...

  • Real Estate Agent

    6 months ago


    Vancouver, Canada Archibald Real Estate Group Full time

    Are you a highly motivated Real Estate Professional looking to take on more clients and join a team with systems, support, and leads to help you grow your business? We are a top-producing real estate team with RE/MAX, ranked in the top 1% of agents in Vancouver, and we are looking for a passionate and dynamic agent to join our team! We believe that working...


  • Vancouver, Canada faithwilson | Christie's International Real Estate Full time

    **Administrative, creative, people-person** We are seeking an extraordinary Listing Coordinator to join our Listing Management Team who will support our award-winning Real Estate firm, located in the Vancouver Westside. We are looking for someone who has a strong work ethic and isn’t afraid of a challenge. Someone who enjoys being creative with writing...


  • Vancouver, Canada faithwilson | Christie's International Real Estate Full time

    **Administrative, creative, people-person** We are seeking an extraordinary Listing Coordinator to join our Listing Management Team who will support our award-winning Real Estate firm, located in the Vancouver Westside. We are looking for someone who has a strong work ethic and isn't afraid of a challenge. Someone who enjoys being creative with writing and...


  • Vancouver, Canada Archibald Real Estate Group Full time

    Are you a highly motivated Real Estate Professional looking to take on more clients and join a team with systems, support, and leads to help you grow your business? We are a top-producing real estate team with RE/MAX, ranked in the top 1% of agents in Vancouver, and we are looking for a passionate and dynamic agent to join our team! We believe that working...


  • Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Vancouver, Canada William Wright Commercial Real Estate Services Full time

    William Wright Commercial Real Estate Services is a dynamic, energetic, and enthusiastic approach to commercial real estate marketing. A new age look at connecting our clients to their goals within the commercial markets and helping them build their business one transaction at a time. Since 2013 we have been representing landlords, tenants, vendors and...


  • Vancouver, Canada CoCalibrate Real Estate Solutions Full time

    Did you check all of the boxes above? Then fire over your resume and let’s see what you got! This is a career opportunity for the multitasker extraordinaire who is passionate about the biz and is looking for a place to call home. Real Estate is not for the faint of heart; if you can talk to the talk, let's get you walking the walk... **Bonus items that...

  • Real Estate Agent

    7 months ago


    Vancouver, Canada JP Real Estate Full time

    **Are you a driven and ambitious Licensed Agent ready to elevate your real estate career? We are seeking dynamic professionals to join our unique collaborative network. This is your chance to maintain your personal brand while leveraging the collective strength of motivated, like-minded agents.** **What We Offer**: - ** Brand Autonomy**: Continue to grow...


  • Vancouver, Canada CoCalibrate Real Estate Solutions Full time

    We are a boutique Real Estate Team in Vancouver/North Shore that is a little outside the ‘norm'. In business, we focus on the client experience and delivering the highest level and quality of service to all of our clients - which has morphed our business into one that revolves around referrals and lifelong relationships. Our team is truly a team - we...


  • Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Bilingual Estates Administrator to join our Operations team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111...