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Estates Administrator
3 months ago
Overview:
**Job Specifications**:
- Excellent membership service skills
- Ability to investigate and analyze information and to draw conclusions.
- Ability to determine problems and to coordinate solutions.
- Excellent software skills able to navigate through multi media to obtain knowledge and advice.
- 2+ years experience in Estates Administration
- Certification in Estates/Trust Administration.
**Duties & Responsibilities**:
- Assumes of role of estates administration and navigation upon notice by member or member’s family.
- Meets with member and ensures that documentation is in keeping with regulatory requirements.
- Provides estate kit to member to assist with next steps and requirements.
- Obtain, validate and maintain required estate, trust and POA documentation.
- Preparation of appropriate documentation for regulatory, tax, legal and government agencies and related documents on behalf of estates, trusts and POAs
- Managing the day-to-day estate and trust administration including beneficiary communications, bill payments and disbursements
- Preparation of appropriate documentation for regulatory, tax, legal and government agencies and related documents on behalf of estates, trusts and POAs
- Refers members to the Financial Wellness Advisors when and where appropriate.
- Knowledge expert to facilitate Estate processing.
**Salary**: From $27.40 per hour
Expected hours: 35 per week
**Benefits**:
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
**Experience**:
- estates administration settlement: 2 years (required)
Work Location: In person
Application deadline: 2024-04-08
