The Opportunity

We’re looking to fill an opening for an Estates Administrator to join our Operations team for 16 months.

Reporting to the Supervisor, Operations the Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts.

What your day looks like

- 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
- Reviews current processes of CIRO (formerly MFDA and IIROC) 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 (formerly MFDA and IIROC) checklists, departmental procedures and manuals per trustee or regulatory changes
- Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Your experience and skills

- Post-secondary education
- Minimum of 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
- Industry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations 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
- Intermediate to advanced computer skills in Word, Outlook, Excel
- Experience with Dataphile is an asset
- Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance advantages 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

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

Salary

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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📌 Estates Administrator, Temporary (Toronto)
🏢 Aviso Wealth
📍 Toronto