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Estate Specialist

2 months ago

Toronto, Ontario, Canada Aviso Wealth Full time
{"title": "Estate Specialist Role Overview", "content": "Estate Specialist Role Overview

Aviso Wealth is seeking a skilled Estate Specialist to join our Operations team. As an Estate Specialist, you will be responsible for reviewing, preparing, and settling client estate accounts, ensuring timely and accurate completion of tasks.

This role requires strong analytical skills, attention to detail, and excellent communication skills. You will work closely with partners to resolve escalations and deliver exceptional customer service.

Key Responsibilities:

  • Review and prepare estate accounts for settlement
  • Process journal entries and issue tax documents
  • Address client inquiries and resolve issues in a timely manner
  • Collaborate with internal teams to ensure seamless execution of tasks

Requirements:

  • Post-secondary education
  • Minimum 5 years' experience in financial industry, preferably in estates or operations
  • Industry knowledge of MFDA, IIROC, CRA, and RQ rules and regulations
  • Proactive problem-solving skills and attention to detail
  • Excellent communication and interpersonal skills

What We Offer:

  • Competitive compensation package
  • Excellent health and dental benefits
  • Generous vacation time and fitness benefits
  • Matching contributions to our retirement program
  • Opportunities for professional growth and development

Aviso Wealth is an equal opportunities employer and welcomes applications from all qualified individuals. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

", "lang_code": "en-US"}