Estate Specialist
2 months ago
Aviso Wealth is seeking a highly skilled Estate Specialist to join our Operations team. As an Estate Specialist, you will play a critical role in the review, preparation, settlement, and taxation filing of client estate accounts.
Key Responsibilities- Deliver exceptional service to clients by ensuring timely and accurate completion of estate settlements and related tasks.
- Collaborate with internal stakeholders to resolve escalations and ensure seamless execution of estate-related processes.
- Stay up-to-date with industry regulations and best practices, including MFDA, IIROC, CRA, and RQ rules and regulations.
- Proactively identify areas for process improvement and implement changes to enhance efficiency and quality.
- Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
- Post-secondary education in a relevant field, such as finance or business.
- Minimum 5 years of experience in the financial industry, preferably in estates, registered plans, or operations.
- Strong analytical and problem-solving skills, with the ability to think critically and make sound recommendations.
- Excellent communication and interpersonal skills, with the ability to work effectively with internal stakeholders and clients.
- Intermediate to advanced computer skills, including proficiency in Microsoft Office and ability to learn new software systems.
- Ability to work independently and as part of a team, with a strong focus on quality and attention to detail.
- A competitive compensation package, including salary and benefits.
- Opportunities for professional growth and development, including training and education assistance.
- A dynamic and inclusive work environment, with a focus on teamwork and collaboration.
- A commitment to diversity and inclusion, with a goal of creating a workplace that reflects the diversity of our clients and communities.
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Estates Specialist
3 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled Estates Specialist to join our Operations team at Aviso Wealth. 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 ResponsibilitiesReview...
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Estates Specialist
3 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled Estates Specialist to join our Operations team at Aviso Wealth. 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 ResponsibilitiesReview...
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Estates Specialist
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estates Specialist
4 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estates Specialist
4 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estate Specialist
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout 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...
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Real Estate Asset Management Professional
4 weeks ago
Toronto, Ontario, Canada Crestpoint Real Estate Investments Full timeAbout the RoleCrestpoint Real Estate Investments is seeking a highly skilled and experienced Asset Management Specialist to join our team. As a key member of our asset management team, you will be responsible for analyzing and managing a portfolio of real estate assets, with a focus on maximizing returns and minimizing risk.Key ResponsibilitiesAnalyze and...
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Real Estate Asset Management Professional
4 weeks ago
Toronto, Ontario, Canada Crestpoint Real Estate Investments Full timeAbout the RoleCrestpoint Real Estate Investments is seeking a highly skilled and experienced Asset Management Specialist to join our team. As a key member of our asset management team, you will be responsible for analyzing and managing a portfolio of real estate assets, with a focus on maximizing returns and minimizing risk.Key ResponsibilitiesAnalyze and...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estate Specialist
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estate Specialist
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso 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 ResponsibilitiesReview and...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Investments is seeking a highly skilled Estate Specialist to join our team in Client Services. As an Estate Specialist, you will play a critical role in ensuring the timely, accurate, and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Process Estate items in accordance with pre-established SLA's...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Investments is seeking a highly skilled Estate Specialist to join our team in Client Services. As an Estate Specialist, you will play a critical role in ensuring the timely, accurate, and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Process Estate items in accordance with pre-established SLAs...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Investments is seeking a highly skilled Estate Specialist to join our team in Client Services. As an Estate Specialist, you will play a critical role in ensuring the timely, accurate, and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Process Estate items in accordance with pre-established SLAs...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Investments is seeking a highly skilled Estate Specialist to join our team in Client Services. As an Estate Specialist, you will play a critical role in ensuring the timely, accurate, and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Process Estate items in accordance with pre-established SLA's...
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Estate Specialist
2 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Investments is seeking a highly skilled Estate Specialist to join our team in Client Services. As an Estate Specialist, you will play a critical role in ensuring the timely, accurate, and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Process Estate items in accordance with pre-established SLAs...
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Estate Specialist
1 month ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Investments is seeking a highly skilled Estate Specialist to join our team in Client Services. As an Estate Specialist, you will play a critical role in ensuring the timely, accurate, and efficient administration of Estate cases in a compliant manner.Key Responsibilities:Process Estate items in accordance with pre-established SLAs...
