Aviso Wealth:
At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people,

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.

Asoneaviso:

We Care – Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported

We Dare –You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

We Share – Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed

We Deliver – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways toimprove

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 solid 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 benefits 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.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

Company Overview:
Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing® empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios® serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people,

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 (Ontario)
🏢 Aviso
📍 Ontario