Explore a challenging opportunity as an Estates Administrator with Aviso Wealth. Focus on estate account management and contribute to enhancing our operational processes.

In this 16-month position at Aviso Wealth, reporting to the Operations Supervisor, you will handle various estate-related tasks, including settlement, preparation, and taxation filing. Your expertise will help streamline operations and support client interactions effectively.

Key Responsibilities:
• Review and settle client estate accounts
• Process journal entries and tax documents
• Address estate inquiries promptly
• Participate in ongoing process improvement initiatives
• Keep regulatory documents up to date

Requirements:
• Minimum 2 years of financial industry experience, ideally in estates
• Knowledge of CIRO, CRA, and RQ regulations preferred
• Highly detail-oriented with solid organizational abilities
• Proficient in Excel and other relevant software
• Strong communication skills in English; French is an asset

This is your chance to make a significant impact at Aviso Wealth while excelling in estate administration.
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📌 Estates Administrator Role at Aviso Wealth (Ontario)
🏢 Aviso
📍 Ontario