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About the Role

The Client Service Associate, Estates Administrator provides specialized estate settlement expertise, guidance, and operational support to the Private Wealth Team and clients navigating complex estate matters. This role manages and coordinates the end-to-end estate settlement process, working closely with executors, beneficiaries, advisors, and external and internal partners to deliver a seamless, client-centered experience during one of the most significant and challenging life events.

Responsibilities

Review client holdings in investment accounts to determine requirements for settling estates and death claims.
Act as operational liaison with custodians, insurance carriers, and external partners to facilitate estate settlements, resolve complex issues, and ensure consistent execution of estate-related transactions.
Communicate directly with executors and clients to facilitate settlement execution.
Provide support and guidance on estate settlement matters, proactively identifying risks and escalating issues as needed to support SLAs and successful client outcomes.
Process beneficiary change requests and POA updates.
Partner with the Private Wealth team to provide expertise and create a seamless client experience.
Collaborate with the reporting team to provide final statements.
Finalize tax receipts issued for settlement.
Maintain accurate client and estate records within firm systems.
Contribute to the ongoing adoption and optimization of case management and workflow tools.
Deliver a high level of end-to-end personalized client service.
Utilize knowledge and expertise with estate settlement to identify opportunities for process improvement.

Requirements

5+ years of related experience.
A strong understanding of registered plans in relation to the estate settlement process.
Experience processing beneficiary changes and setting up POAs on client accounts.
Basic knowledge of common law in relation to estates and wills.
STEP CETA course or willingness to enroll.
Proficiency with MS Outlook, Excel, Word, PowerPoint and Teams.
Experience with a CRM database.
Familiarity with industry and compliance regulations.
Ability to monitor and be aware of risk in terms of client confidentiality.
Must be legally eligible to work in Canada on a full-time basis.
Include both a cover letter and resume in support of your application.

Skills

Estate settlement expertise
Client service
MS Outlook
MS Excel
MS Word
MS PowerPoint
MS Teams
CRM database
Industry and compliance regulations
Client confidentiality

Location

Canada

Work Type

Full-time

Experience Level

5+ years of related experience

Education Level

Undergraduate degree or related financial services designation is an asset.

Salary/Compensations

$51,000 - $65,000

Benefits

Competitive performance bonus
RRSP contribution
Profit-sharing program
Benefit programs
Share ownership program

About the Company

Nicola Wealth has a sophisticated financial planning approach, diversified private investment funds with exceptional performance, a 98% client retention rate, and an award-winning culture, positioning them as a national leader in wealth management.
Recognized as a Best Managed Company and one of Canada’s Top Employers.
Dedicated to upholding firm values through significant growth.
Brings together smart, dedicated, and supportive colleagues from diverse backgrounds.
Delivers extraordinary client service in a values-driven work environment.
Collaboration, creativity, and entrepreneurial spirit provide opportunities for impact and career building.
Passionate about their business, culture, and investing in employee growth and development.

Equal Opportunity

Inclusive, equal opportunity employer.
Priority to remove barriers and provide equal access to employment.
Reasonable accommodation during the recruitment process is available upon request.