Senior Estate Coordinator

4 days ago

Montreal, Quebec, Canada beBeeEstateAdministrator Full time $55,000 - $65,000 per year
Job Title

We are seeking a skilled Estate Administrator to join our team. This role involves processing estates settlements, tax reporting, and other administrative tasks for registered and non-registered accounts.

Key Responsibilities:
  • Process estates settlements and tax reporting for registered and non-registered accounts
  • Perform journal processing, issuance of tax documents, and address estate-related inquiries/issues
  • Ensure all information and request channels are current and up-to-date
Requirements:
  • Post-secondary education and/or equivalent experience
  • Minimum 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans, or Operations
  • Industry knowledge of CIRO, CRA, and Revenue Quebec rules and regulations (common and civil law) preferred
  • Pro-active in problem-solving with strong analytical skills, presenting recommendations for review and implementation
  • Extremely detail-oriented and accurate with a focus on quality assurance
  • Ability to work independently and in a team environment
  • Outstanding customer service focus
  • Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
  • Strong knowledge of Microsoft Office (Outlook, Excel, Word)
  • Knowledge and experience of Dataphile is an asset
  • Fluency (written and spoken) in English and French required
Benefits:
  • Competitive compensation package
  • Excellent health, dental, and insurance benefits
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to continuous improvement of staff through learning & development and education assistance program
  • Regular social events to foster teamwork

Aviso welcomes and encourages applications from all qualified individuals, including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

  • Real Estate Operations Intern

    2 weeks ago

    Montreal, Quebec, Canada Fox Real Estate Full time $40,000 - $60,000 per year

    About Fox Real EstateFox Real Estate is at the forefront of bringing hospitality to residential real estate. As a young, fast-growing firm, we specialize in repositioning real estate assets to maximize value while offering marketing, leasing, and property management services to 3rd party property owners and on our own fully owned properties (we don't just...

  • Property Manager

    4 days ago

    Montreal, Quebec, Canada Tadpool Real Estate Full time $55,000 - $75,000 per year

    About the JobIn this role, you will be responsible for overseeing the day-to-day operations of a residential portfolio of approximately400 units. You will ensure properties are well-maintained, tenants receive exceptional service, and financial performance meets company objectives. Working closely with the director of operations and support leasing team, you...

  • Senior Analyst, Real Estate Investments

    1 week ago

    Montreal, Quebec, Canada PSP Investments Full time $80,000 - $120,000 per year

    ABOUT USWe're one of Canada's largest pension investment managers, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office...

  • Junior Real Estate Analyst

    4 days ago

    Montreal, Quebec, Canada Brasswater Full time $80,000 - $120,000 per year

    About Brasswater:Brasswater is a fully vertically integrated real estate investment firm that owns and manages a privately owned real estate portfolio. The company specializes in value-add commercial assets and currently owns over 10M sq. ft. of properties and 11M sq. ft. of land for development.About the jobJunior Real Estate AnalystWe are seeking a...

  • Architectural Designer

    2 days ago

    Montreal, Quebec, Canada Tadpool Real Estate Full time US$50,000 - US$70,000 per year

    About the JobIn this role, you will be responsible for creating and modifying architectural and site plans that support commercial real estate development projects. You will work closely with development and leasing teams to produce accurate drawings, renderings, and documentation that align with project requirements and industry standards.Company CultureOur...

  • Will and Estate Consultant

    4 days ago

    Montreal, Quebec, Canada RBC Full time $80,000 - $150,000 per year

    Job DescriptionWhat is the opportunity?As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC...

  • Will and Estate Consultant

    6 days ago

    Montreal, Quebec, Canada RBC Full time $60,000 - $120,000 per year

    Job DescriptionWhat is the opportunity?As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC...

  • Director – Real Estate and Administrative Services

    2 weeks ago

    Montreal, Quebec, Canada UAP Inc. Full time $80,000 - $120,000 per year

    Job DescriptionReporting to the Controller, you will manage the real estate function of UAP's portfolio across Canada, in collaboration with Accounting, Business Development, Asset Management, Regional Operations, and external partners. You will develop a proactive real estate strategy, plan facility maintenance, and manage transactions while maintaining...

  • Junior/Senior Commercial Real Estate Analyst

    4 days ago

    Montreal, Quebec, Canada VA Capital Full time

    Junior/Senior Commercial Real Estate AnalystWe are seeking a young, talented Junior and/or Senior Real Estate Analyst who will report to the Director of Underwriting and will be responsible for providing analytical thinking and market research for VA Capital and Soliman Corporation. VA Capital is a commercial mortgage brokerage firm in Quebec, while Soliman...

  • Senior Enterprise Account Executive, Residential Real Estate

    4 days ago

    Montreal, Quebec, Canada Local Logic Full time US$60,000 - US$120,000 per year

    Our Mission At Local Logic, our mission is to improve every real estate decision, from consumers seeking a neighborhood that aligns with their lifestyle to investors aiming to pinpoint the best locations for development, or local governments striving to build more sustainable cities through better urban planning. We started our journey at McGill...