Estate Administration Specialist
4 weeks ago
We are seeking a highly skilled Estate Administration Specialist to join our Operations team at Aviso Wealth. As an Estate Administration Specialist, you will be responsible for reviewing, preparing, and settling client estate accounts, as well as ensuring compliance with regulatory requirements.
Key Responsibilities:
- Review and prepare estate accounts for settlement
- Ensure compliance with regulatory requirements, including MFDA and IIROC rules and regulations
- Collaborate with internal teams to resolve estate-related inquiries and issues
- Proactively identify areas for process improvement and implement changes as needed
Requirements:
- Post-secondary education
- Minimum of 2 years' experience in the financial industry, preferably in estates, registered plans, or operations
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
- Competitive compensation package
- Excellent health, dental, and insurance benefits
- Generous vacation time and fitness benefit
- Matching contributions to our retirement program
- Commitment to continuous learning and development
About Aviso Wealth:
Aviso Wealth is a leading wealth management and investment services supplier for the Canadian financial industry. We are committed to delivering exceptional service and building long-term relationships with our clients. If you are a motivated and detail-oriented individual who is passionate about estate administration, we encourage you to apply for this exciting opportunity.
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