Elevate your career with Aviso Wealth as an Estates Administrator. This role focuses on managing estate accounts, taxation, and client support within a cooperative setting.

Join the Operations team at Aviso Wealth for a 16-month term as an Estates Administrator. Your responsibilities will include reviewing, preparing, and settling client estate accounts, along with managing tax filings. You'll work closely with other teams to enhance processes and ensure departmental compliance with existing regulations.

Key Responsibilities: • Manage estate settlements and journal processing • Address estate-related inquiries within deadlines • Proactively assist teammates and maintain positive interactions • Review and make improvements to CIRO estate processes • Participate in IIAC Committee meetings actively

Requirements: • Minimum 2 years of financial industry experience • Extensive knowledge of CIRO, CRA, and RQ regulations • Solid attention to detail and quality assurance focus • Proficiency in Word, Outlook, and Excel • Fluent English communication skills; French is an asset

Contribute to Aviso Wealth's mission by delivering exceptional service and precise administrative support in estate management.

📌 Estates Administrator Aviso Wealth Winnipeg
🏢 Aviso
📍 Winnipeg