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About the Role

The Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts. This role reports to the Supervisor, Operations and is a 16-month contract.

Responsibilities

• Performs estates settlements, journal processing, and issuance of tax documents for estates accounts.
• Addresses estate-related inquiries and issues per internal deadlines.
• Ensures all information and request channels are current and up to date.
• Proactively offers assistance and maintains a positive attitude as a member of the team.
• Works closely with other Operational teams.
• Reviews current processes of CIRO (formerly MFDA and IIROC) estate settlements and makes recommendations for improvement.
• Ensures training checklist is up to date and current.
• Provides regular status updates and immediately highlights any backlog items.
• Reviews and ensures the currency of CIRO (formerly MFDA and IIROC) checklists, departmental procedures, and manuals per trustee or regulatory changes.
• Actively participates in IIAC Committee meetings.
• Remains current on CRA, RQ, HRSDC and trustee regulations through review of legislation, press releases, and industry information bulletins.

Requirements

• Post-secondary education.
• Minimum of 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations.
• Industry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations preferred.
• Pro-active in problem solving with strong analytical skills.
• 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.
• Ability to work well under pressure and meet time deadlines.
• Intermediate to advanced computer skills in Word, Outlook, Excel.
• Experience with Dataphile is an asset.
• Fluent communication skills in English are required.
• Bilingual skills in French are an asset.

Skills

• Problem solving
• Analytical skills
• Detail oriented
• Accuracy
• Quality assurance
• Customer service
• Time management
• Organizational skills
• Working under pressure
• Meeting deadlines
• Microsoft Word
• Microsoft Outlook
• Microsoft Excel

Location

• Toronto
• Vancouver
• Montreal

Work Type

• Full-time
• Contract

Experience Level

• Minimum of 2 years’ financial industry experience

Education Level

• Post-secondary education

Salary/Compensations

• $55,000 - $65,000 CAD annually

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
• Continuous improvement through learning & development
• Education assistance program
• Regular social events

About the Company

• Aviso Wealth is a leading wealth management and investment services supplier for the Canadian financial industry.
• Over $120 billion in total assets under administration and management.
• Over 1,000 employees.
• Building a technology-enabled, client-centric wealth management ecosystem.
• Trusted partner for nearly all credit unions across Canada.
• Provides solutions to partners, advisors, and investors.
• Supports thousands of investment advisors through its investment dealer, mutual fund dealer, and insurance services.
• Owns NEI Investments, specializing in responsible investing.
• Operates Qtrade Direct Investing®, an online brokerage.
• Offers Qtrade Guided Portfolios®, a fully automated investing service.
• Aviso Correspondent Partners provides custodial and carrying broker services.
• Has offices in Toronto, Vancouver, and Montreal.
• Backed by the collective strength of credit union Centrals, Co-operators/CUMIS, and Desjardins.
• Dedicated to improving the financial well-being of Canadians.
• Committed to leadership, innovation, partnership, responsibility, and community.
• Offers a dynamic and inclusive culture that rewards innovation and celebrates success.
• Dedicated to employee success and career development.

Equal Opportunity

• Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities.
• Accommodation will be provided to meet needs in all stages of the hiring process.