Become an Estates Administrator at Aviso Wealth and drive impactful changes in estate management. This role supports clients and improves internal processes in a dedicated team setting.

Aviso Wealth seeks a detail-oriented Estates Administrator for a 16-month contract in their Operations team. You'll be responsible for preparing and settling estate accounts, issuing tax documents, and addressing inquiries. Collaboration with various operational teams and participation in regulatory meetings will be key aspects of your role.

Key Responsibilities:
• Prepare and settle estate accounts accurately
• Process estate inquiries while meeting internal deadlines
• Actively support team communication and resolve issues




• Review CIRO estate processes for potential improvements
• Complete training checklists to ensure compliance

Requirements:
• Post-secondary education required
• At least 2 years of related financial experience
• Ability to work independently and collaboratively
• Solid analytical and problem-solving skills
• Computer proficiency in Microsoft Office applications

This role is perfect for those eager to enhance their skills while prioritizing client success at Aviso Wealth.
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📌 Join Our Team As Estates Administrator Ontario
🏢 Aviso
📍 Ontario