Estate Specialist
1 month ago
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 prepare client estate accounts for settlement
- Ensure accurate and timely completion of tax filings
- Collaborate with internal teams to resolve client inquiries and issues
- Stay up-to-date with industry regulations and best practices
Requirements:
- Post-secondary education
- Minimum 5 years' experience in the financial industry, preferably in estates 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 and dental benefits
- Generous vacation time and fitness benefits
- Opportunities for professional growth and development
About Aviso Wealth:
Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We offer a comprehensive range of services, including investment management, wealth planning, and estate administration. Our team is dedicated to delivering exceptional client service and building long-term relationships with our clients.
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