OverviewAviso 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, find out more about what Aviso Wealth has to offer at www.Aviso.Ca.The Opportunity:We’re looking to fill an opening for an Estates Administrator to join our Operations team for 9 months.Reporting to the Supervisor, Operations the Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts.ResponsibilitiesWhat your day looks like– Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlinesEnsures 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 teamsReviews current processes of CIRO (formerly MFDA and IIROC) estate settlements and pro-actively make recommendations for improvementEnsures training checklist is up to date and currentProvide regular status and immediately highlights if there are any items in backlog so resources can be allocatedReviews and ensures the following are current: CIRO (formerly MFDA and IIROC) checklists, departmental procedures and manuals per trustee or regulatory changesActively 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 bulletinsYour experience and skillsPost-secondary educationMinimum of 2 years’ financial industry experience, preferably in Estates,



Registered Plans or OperationsIndustry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations preferredPro-active in problem solving with strong analytical skills, presenting recommendations for review and implementationExtremely detail oriented and accurate with a focus on quality assuranceAbility to work independently and in a team environmentOutstanding customer service focusExcellent time management and organizational skills with the ability to work well under pressure and meet time deadlinesIntermediate to advanced computer skills in Word, Outlook, ExcelExperience with Dataphile is an assetFluent communication skills in English are required and bilingual skills in French are an assetWhy Aviso Wealth?At Aviso Wealth, you will find a agile 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 contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkEqual Employment OpportunityAviso 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.No recruiters or agencies, please.Company OverviewAviso 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, Montreal, and Winnipeg. 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, apply to join our team.SalaryThis 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.#J-18808-Ljbffr

📌 Estates Administrator, Temporary - C$55,000 - C$65,000 A Year (Winnipeg)
🏢 Aviso Wealth
📍 Winnipeg