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About the Role
The Bilingual Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role is responsible for delivering on Service Level Agreements and working with partners to resolve escalations urgently and efficiently.
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 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 items in backlog for resource allocation.
- Reviews and ensures MFDA and IIROC checklists, departmental procedures, and manuals are current per trustee or regulatory changes.
- Actively participates in IIAC Committee meetings and stays current on CRA, RQ, HRSDC, and trustee regulations.
- Provides support to the Estates Contact Centre by proactively responding to partner inquiries with fast, friendly, and efficient service.
- Resolves problems at first point of contact where possible.
Requirements
- Post-secondary education.
- Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations.
- Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations 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.
- Intermediate to advanced computer skills in Word, Outlook, Excel.
- Experience with Dataphile is an asset.
- Ability to work EST/PST standard hours.
Skills
- Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada.
Location
- Canada
Work Type
- Full-time
Experience Level
- Minimum of 5 years’ financial industry experience
Education Level
- Post-secondary education
Salary/Compensations
- $55,000 - $70,000 CAD annually
Benefits
- Competitive compensation package that rewards and recognizes individual contributions.
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees.
- Generous vacation time, fitness benefit, parental leave top-up options.
- Matching contributions to our retirement program.
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
- Regular social events to foster teamwork.
About the Company
- Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry.
- Has approximately $145 billion in total assets under administration and management.
- Employs over 1,000 employees.
- Building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
- Trusted partner for nearly all credit unions across Canada, as well as a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
- Investment dealer and mutual fund dealer and insurance services support thousands of investment advisors.
- Asset manager, NEI Investments, specializes in investing responsibly.
- Online brokerage, Qtrade Direct Investing®, empowers self-directed investors.
- Fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
- Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.
- Has offices in Toronto, Vancouver, Montreal, and Winnipeg.
- Backed by the collective strength of its owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
- A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.
Equal Opportunity
- 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.
- We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
- No recruiters or agencies, please.