Estate Planner

Are you a compassionate individual with a knack for building meaningful relationships and navigating complex estate matters? Join our team, where you'll play a pivotal role in assisting our members and their families through challenging times.

Job Specifications:

- Excellent membership service skills with a focus on empathetic communication.
- Strong analytical ability to investigate and coordinate solutions for estate matters.
- Minimum 2 years of experience in Estates Administration.
- Certification in Estates/Trust Administration preferred.

Duties & Responsibilities:
Member Support & Estate Administration:

- Take ownership of estate files and assist members or their families upon notice.
- Meet with members to ensure compliance with regulatory requirements and provide necessary documentation.
- Prepare and manage estate, trust, and power of attorney documentation.
- Coordinate day-to-day estate and trust administration, including beneficiary communications and financial transactions.
- Facilitate RSP to RIF conversions and manage preferred shares.
- Utilize Concentra knowledge to streamline estate processing and assist with member inquiries.

Collaboration & Referral:

- Refer members to Financial Wellness Advisors as appropriate for additional financial planning needs.
- Address discrepancies and ensure compliance with regulatory and legal requirements.

Vision & Mission:

- Support our vision of empowering members and their families through respectful and authentic service.
- Uphold our mission to guide members through challenging times with compassion and expertise.

Join us in providing trusted guidance and support when it matters most

*Please note this role requires you to be present in-office in Cornwall, Ontario*

**Job Types**: Full-time, Permanent

Pay: $50,000.00 per year

**Benefits**:

- Extended health care
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Cornwall, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (preferred)

Work Location: In person