What your day looks like:

Settle estates, process accounting entries, prepare tax documents for estate accounts, and respond to inquiries and estate-related issues within established internal timelines
Ensure all information and request channels are up to date (for example, requests for OSM, Laserfiche, mailbox)
Provide proactive assistance and maintain a positive attitude as a team member. Work closely with other operational teams and, when required, directly with advisors on complex matters
Review current estate settlement processes related to IIROC and MFDA and proactively recommend improvements
Keep training up to date
Provide regular updates and immediately report any outstanding items so resources can be allocated as needed
Review and maintain the following: IIROC checklists, team procedures and manuals, and regulatory changes
Monitor regulatory developments from the CRA, Revenu Québec, Employment and Social Development Canada, the Civil Code and trust regulation by consulting legislation, press releases and relevant industry bulletins
Settle estates, ensure spousal transfers on death and full disbursement of plans, and verify the date of death

Your experience and skills

Postsecondary education and/or equivalent experience
Minimum of 2 to 3 years of experience in the financial sector, preferably in estates, registered plans, or operations
Specialized knowledge of IIROC, CRA and Revenu Québec rules and regulations; knowledge of common law and civil law is an asset
Proactive problem-solving and strong analytical skills, with the ability to present recommendations for review and implementation
Strong attention to detail and accuracy, with a focus on quality assurance
Ability to work independently and as part of a team
Exceptional client service orientation
Excellent organizational and time-management skills, with the ability to work under pressure and meet deadlines
Strong knowledge of Microsoft Office (Outlook, Excel, Word)
Knowledge of and experience with Dataphile is an asset
Fluency in English and French (written and spoken) is required to communicate clearly and effectively with partners, clients and colleagues across Canada
Ability to work standard Eastern Standard Time hours

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that values innovation and recognizes employee achievements.

Some features that set us apart:

A competitive compensation program that rewards and recognizes individual contributions
Leading health and dental benefits and insurance to meet the diverse needs of our employees
Generous vacation, health and wellness benefits, and supplemental parental leave options
Additional contributions to our retirement program
A commitment to continuous improvement of our people through learning and development, including a tuition support program
Regularly organized social events to promote team building

Administrator – Estate

About this role