Estate Specialist

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are seeking a detail-oriented and client-focused Estate Specialist to join our team. This role is responsible for both the approval of estate settlements and their respective financial processing. Ensuring timely, accurate, and compliant administration of deceased client accounts. The ideal candidate will have strong analytical skills, a good understanding of estate processes, and a commitment to delivering exceptional service to clients, advisors, and internal partners. They will also be assisting in implementing new developments in our current operation as we sustain rapid growth in business. Review and validate estate documentation (e.g., death certificates, wills, probate).Open and maintain estate files in accordance with internal policies and regulatory requirements.Coordinate with internal departments to freeze accounts and initiate estate processing.Communicate with executors, beneficiaries, and legal representatives to gather required documentation and provide updates.Ensure accurate data entry and record-keeping throughout the estate lifecycle.

WHAT YOU WILL DO

• Review and validate estate documents (e.g., death certificates, wills, probate). Assess and approve settlements within delegated authority limits.
• Review calculations for distributions, and taxes to ensure accuracy and compliance.
• Taking ownership in ensuring the process of death settlements are complete in a timely manner. Coordinating and collaborating with internal business units to ensure exceptional service is delivered efficiently and effectively
• Coordinate with internal departments to freeze accounts and initiate estate cases upon notification of death
• Complete ad-hoc outgoing EFT and wires to other financial institutions, Process transfers of cash and positions between client accounts
• Manage, respond to, and process requests received through the internal "Estate" mailbox, Salesforce, and Gateway within set SLA.
• Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department. Ad hoc duties relevant to the position shall be assigned as required

WHAT YOU WILL BRING

• 1-3 year of experience in the Administrative/Operations/Back-office environment of a Financial Services company or similar capacity is preferred.
• Strong understanding of Estate/Death Settlement Processes and Registered Products (RRSP, RIF, TFSA, Locked-in funds, RESP) is preferred
• Understanding of wealth management fundamentals and/or Mutual Funds
• Post Secondary degree, preferably in Business or relevant field of study
• French is an asset
• Prior data entry/financial transaction processing experience
• Experience in process improvements and optimization is preferred
• Strong communication skills, both verbal and written.
• Proficient with MS Office Suite (Word, Excel, and Outlook).
• Self-initiated, fast learner with a positive attitude.
• Organized, detail oriented, and hardworking character.
• Ability to work in a fast-paced and challenging environment.
• Excellent analytical and problem-solving skills.
• Extensive knowledge of industry back-office or Operations practices.

WORKING CONDITIONS

• Overtime may be required during peak periods

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.