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About the Role
The Estates Administrator will be responsible for processing estate settlements and tax reporting for registered and non-registered accounts within the CIRO platforms and trustee guidelines for a 6-month term.
Responsibilities
- Performs estates settlements, journal processing, and issuance of tax documents for estates accounts.
- Addresses estate-related inquiries and issues within internal deadlines.
- Ensures all information and request channels (e.g., OSM, Laserfiche, mailbox) are current and up to date.
- Proactively offers assistance and maintains a positive attitude as a team member.
- Works closely with other Operational teams and directly with advisors for complex situations.
- Reviews current processes of CIRO estate settlements and makes recommendations for improvement.
- Ensures the training checklist is up to date and current.
- Provides regular status updates and immediately highlights any backlog items for resource allocation.
- Reviews and ensures the currency of CIRO checklists, departmental procedures, and manuals per trustee or regulatory changes.
- Stays current on CRA, Revenue Quebec, ESDC, civil code, and trustee regulations through review of legislation, press releases, and industry information bulletins.
- Performs estate settlement, spousal rollovers due to death, full cash out of plans, and reviews date of death.
Requirements
- Post-secondary education and/or equivalent experience.
- Minimum of 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) is 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 is required.
- Bilingual skills in French are an asset.
- Ability to work ET standard hours.
Skills
- Estates
- Registered Plans
- Operations
- CIRO
- CRA
- Revenue Quebec
- Common law
- Civil law
- Problem solving
- Analytical skills
- Detail oriented
- Accuracy
- Quality assurance
- Teamwork
- Customer service
- Time management
- Organizational skills
- Working under pressure
- Meeting deadlines
- Microsoft Office (Outlook, Excel, Word)
- Dataphile
- English fluency
- French bilingualism
Location
- Toronto
- Vancouver
- Montreal
- Winnipeg
Work Type
- 6 months
- Full-time
Experience Level
- 2-3 years
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 provider for the Canadian financial industry.
- We have approximately $145 billion in total assets under administration and management, and over 1,000 employees.
- We are building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
- Our clients include our partners, advisors, and investors.
- We are a 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.
- Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.
- Our asset manager, NEI Investments, specializes in investing responsibly.
- Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors.
- Our 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.
- We have offices in Toronto, Vancouver, Montreal, and Winnipeg.
- Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
- We are proud to power businesses that empower investors.
- 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.
- If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
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.