Estates Administrator
3 weeks ago
Mode : Remote/ Domain : Administration Customer service / French and English / Start : As soon as possible_
**In this position, you will**:
- Verify documents submitted by liquidators/beneficiaries for estate processing and follow up missing documents with the advisor.
- Work closely with the legal and tax departments to provide complete answers and compliant files.
- Ensure complete processing of estate files.
- Handle customer/advisor complaints
- Follow up on unresolved issues on a daily basis.
- Inform coordinator of significant problem files
- Attend DMS and ensure that errors are reported and visible.
**Qualifications and skills**:
- DEC in financial services, administration or related discipline
- Very good knowledge of financial products and services
- Strong analytical and problem-solving skills
- Knowledge of estate processing, taxation or law is a major asset.
- Focus on customer service and ensuring a positive advisor and client experience.
- Ability to manage difficult conversations with advisor teams to ensure firm policies are adhered to.
- Ability to work independently and as part of a team.
- Ability to prioritize work based on importance or deadlines.
LI-REMOTE
**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.
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