Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)
Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams and where needed directly with the advisors for complex situations
Reviews current processes of CIRO (formerly IIROC and MFDA) estate settlements and pro-actively make recommendations for improvement
Ensures training checklist is up to date and current
Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
Reviews and ensures the following are current: CIRO checklists, departmental procedures and manuals per trustee or regulatory changes
Remains current on CRA, Revenue Quebec, ESDC, civil code and trustee regulations through the review of legislation, press releases, and industry information bulletins
Perform estate settlement, spousal rollovers due to death, full cash out of plans, review date of death

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) 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 and French is required to effectively communicate with partners, clients, and colleagues across Canada
Ability to work EST standard hours

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

Bilingual Estates Administrator

Key skills