Nominee Estate Specialist

1 week ago

Toronto, Ontario, Canada iA Financial Group Full time
Job Description

We are seeking a highly skilled and detail-oriented Estate Specialist to join our team.  The ideal candidate will have some experience in estate administration and trust settlement.  Ability to learn new tasks quickly and work well individually and with the team.  Good communication skills with the ability to convey complex information clearly and concisely.

Responsibilities:

  • Engage with advisors/clients through various communication methods in a professional and supportive manner

  • Verification of documents

  • Identify potential issues or missed items on the documents and help find a solution to process the estate claim as efficiently as possible

  • Process of high dollar estate files:

    • High dollar Redemptions or transfers of various products held in the account (mutual funds, GICs, segregated funds, exchange traded funds) understand CRA administration guidelines

    • Process payment of funds if applicable to the beneficiaries/assignees

  • Provide updates to our clients/advisor about document status via email.

  • Escalate issues on a priority basis to ensure we meet SLAs

  • Stay updated on changes in our procedures and participate within our daily DMS meetings

  • Good understanding for Estate guidelines for each provincial legislation

  • Self regulate and manage daily workloads

Qualifications:

  • Minimum of 2-3 years experience in estate administration or trust settlement or a related discipline of relevant experience

  • Excellent communication and interpersonal skills

  • Previous experience working for a mutual fund dealership, fund company or branch office is an asset.

  • Must demonstrate the INVESTIA behaviours

  • Completion of IFIC Operations course a definite asset.

  • detail-oriented with a high level of accuracy and professionalism

  •  Manage inquires and questions from advisors

  • Must be able to work in a fast-paced environment where multi-tasking, attention to detail, organization and prioritization skills are a definite requirement

  • A team player with demonstrated collaboration skills

  • Overtime during peak volumes will be a requirement

  • Bilingual is an asset

Location(s)Toronto, OntarioOther Possible Location(s)
CompanyInvestia Financial Services Inc.Posting End Date Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto  Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

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