Current jobs related to Administrative Specialist for Estate Planning - Toronto, Ontario - RBC Dominion Securities Inc.


  • Toronto, Ontario, Canada James Wallace Full time

    We are seeking a skilled Estate Planning Specialist to join our team at James Wallace. The successful candidate will engage with our retained counsel around the world to provide ongoing support for domestic and international trust structuring, general estate and income/tax planning, and other global structuring and business activities.Responsibilities will...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    Job Summary: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...


  • Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:As an Administrative Specialist at RBC Dominion Securities Inc., you will play a vital role in supporting the Estate Planning team with policy administration tasks. Your primary focus will be to provide exceptional administrative service delivery, ensuring seamless interactions with the insurance company and internal teams.Key...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    Fidelity Investments, a leading provider of financial services, is seeking an Estate Administration Specialist to join our team in Canada.We are proud to offer a competitive salary of $73,000 per year, based on industry standards and the level of expertise required for this role.About the Role:This is a unique opportunity to work with us as an Estate...


  • Toronto, Ontario, Canada CT Real Estate Full time

    About the RoleAs a Senior Financial Analyst with CT Real Estate, you will play a key part in supporting the budgeting, forecasting, and analysis of Canadian Tire's real estate operating expenses.Job Responsibilities:Develop and maintain working relationships with internal stakeholders, including corporate planning, accounting, ESG, real estate, and other...


  • Toronto, Ontario, Canada James Wallace Full time

    James Wallace is seeking a highly skilled Estate Planning Specialist to support its ongoing activities in domestic and international trust structuring, general estate planning, income/tax planning, and global business structuring.The ideal candidate will have the ability to engage with our retained counsel around the world and provide strategic guidance on...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    OverviewFidelity Investments, a leading provider of investment solutions, is seeking an Estate Administration Specialist to join our team.About the RoleThis role is primarily responsible for ensuring the timely and accurate administration of estate cases in a compliant manner. The successful candidate will be managing estate documentations, updating client...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    Job Summary:Fidelity Investments is seeking a highly skilled Estate Administration Specialist to join our team. As a key member of our Client Services department, you will be responsible for ensuring the timely and accurate administration of estate cases in a compliant manner.Key Responsibilities:Process estate items in accordance with established Service...


  • Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the opportunity?As a key member of our team, you will provide top-notch administrative support to our Estate Planning Specialists and Investment Advisors. Your primary focus will be to ensure seamless policy administration, going above and beyond to deliver exceptional service to our clients.What will you do?Manage administrative...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:The Estates Specialist Bilingual role is a position within PIIO in Client Services. This role is primarily responsible for ensuring the timely, accurate and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Provide timely, accurate and efficient processing of Estate items in accordance with pre-established...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:The Estates Specialist Bilingual role is a position within PIIO in Client Services. This role is primarily responsible for ensuring the timely, accurate and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Provide timely, accurate and efficient processing of Estate items in accordance with pre-established...

  • Estate Specialist

    1 month ago


    Toronto, Ontario, Canada Aviso Wealth Full time

    About the Role:Aviso Wealth is seeking a highly skilled Estates Specialist to join our Operations team. As an Estates Specialist, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts. This role requires strong analytical skills, attention to detail, and excellent communication skills.Key Responsibilities:Review and...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:The Estates Specialist Bilingual role is a position within PIIO in Client Services. This role is primarily responsible for ensuring the timely, accurate and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Provide timely, accurate and efficient processing of Estate items in accordance with pre-established...


  • Toronto, Ontario, Canada Micah Polowin Real Estate Full time

    About the RoleWe are seeking an experienced Administrative Assistant to join our team at Micah Polowin Real Estate.Key ResponsibilitiesProvide administrative support to our real estate team, including opening and distributing mail, planning daily operations, and managing contracts.Answer telephone calls, relay messages, and provide customer service to...


  • Toronto, Ontario, Canada Crestpoint Real Estate Investments Full time

    Key ResponsibilitiesWe are seeking an experienced Real Estate Asset Management Specialist to join our team. The successful candidate will be responsible for:Managing a portfolio of real estate assets, including office, industrial, retail, and multi-family properties.Conducting financial analysis and providing recommendations for investment...


  • Toronto, Ontario, Canada Micah Polowin Real Estate Full time

    About the JobAre you a highly organized and detail-oriented professional seeking a challenging role in real estate operations? We have an exciting opportunity for an Administrative Coordinator to join our dynamic team at Micah Polowin Real Estate. As an Administrative Coordinator, you will be responsible for providing administrative support to our team...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    Job SummaryWe are seeking a highly skilled and experienced Multilingual Estate Administration Specialist to join our team at Fidelity Investments. As an integral part of our Client Services department, this role will be responsible for ensuring the timely, accurate, and efficient administration of Estate cases in a compliant manner.Key...


  • Old Toronto, Ontario, Canada ZSA Legal Recruitment Full time

    Location: Remote/Hybrid | Experience: 10+ yearsWe are seeking an experienced Estates Partner to join our client's growing team as part of their succession planning efforts. The ideal candidate will have a strong background in estate planning and a proven track record of success in a similar role.Key responsibilities will include:Providing expert advice on...


  • Toronto, Ontario, Canada NANAK REAL ESTATE CORPORATION Full time

    We are seeking an Administrative Support Specialist to join our team at NANAK REAL ESTATE CORPORATION. In this role, you will be responsible for providing administrative support to our team members, including recording and preparing minutes of meetings, seminars, and conferences. You will also determine and establish office procedures and routines, schedule...


  • Toronto, Ontario, Canada CT Real Estate Full time

    At CT Real Estate, we are seeking an experienced Contract Administration Specialist to join our team. This role is responsible for managing project management software, overseeing financial tracking software's, and providing leadership and direction to the CA team.The ideal candidate will have a minimum of 3 years' experience in a leadership role, with...

Administrative Specialist for Estate Planning

4 weeks ago


Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time
Job Opportunity: We are seeking an Administrative Specialist to support our Estate Planning team with policy administration tasks. The successful candidate will be responsible for managing administrative transactions, reviewing and sending forms to the insurance company, and maintaining data integrity on our database. This role requires excellent communication skills and the ability to work collaboratively with our teams.

Key Responsibilities:

* Manage administrative transactions, including reviewing and sending forms to the insurance company
* Maintain data integrity on our database
* Collaborate with our teams to ensure seamless policy administration
* Provide excellent customer service and communication

Requirements:

* Minimum of 1-2 years of experience in a similar role
* Post-secondary studies in a related field
* Excellent communication and teamwork skills

What We Offer:

* A comprehensive Total Rewards Program, including bonuses and flexible benefits
* Competitive compensation and commissions
* Opportunities for professional growth and development

Why RBC Dominion Securities Inc.?

We are a leading financial services company that values diversity, equity, and inclusion. We are committed to building an inclusive workplace that supports the growth and development of our employees.

How to Apply:

If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, please submit your application. We thank all applicants for their interest; however, only those selected for an interview will be contacted.