Take on the role of Estates Administrator at Aviso Wealth for 16 months within the Operations team. Manage estate accounts, settlements, and compliance with regulations effectively.

As an Estates Administrator, reporting to the Supervisor, Operations, you will be responsible for the preparation, settlement, and taxation of client estates, ensuring adherence to CIRO and CRA regulations. Collaborate closely with Operational teams while maintaining current procedures and checklists. Your proactive approach will drive process improvements and support a positive team environment, contributing to exceptional customer service.

Key Responsibilities:
• Review and settle estate accounts efficiently
• Generate and issue necessary tax documents




• Maintain accurate operational documentation
• Participate actively in compliance committee meetings
• Monitor backlog and allocate resources accordingly

Requirements:
• Post-secondary education required
• At least 2 years of experience in financial operations
• Familiarity with CIRO and CRA rules
• Solid customer service orientation
• Intermediate to advanced computer skills

Make a significant impact in the role of Estates Administrator at Aviso Wealth, where dedication to quality and regulatory compliance is valued.
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📌 Join Aviso Wealth as Estates Administrator (Ontario)
🏢 Aviso Wealth
📍 Ontario