Job Description
Insight Global seeks a Senior Service Representative to join their Wealth Management Estates team at one of Canada's Top Banks. This Individual needs to have 3+ years of relevant experience and knowledge of Estate accounts and processes. This ideal Individual will check and reconcile information and documentation to ensure accuracy and completeness. They will need to be aware of the risks and regulatory requirements and possess excellent customer service skills, as this individual will be working closely with business partners, advisors, and branches.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal chance/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status,



military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements 1-3 years of relevant experience dealing with Estate accounts

Knowledge of the risk and regulatory requirements of the business pertaining to Estate processes

Excellent customer service skills are essential

PC skills (MS Word, Excel, PowerPoint)

Previous experience using the ADP Broadridge application -Previously worked with Private wealth or BMO Private Wealth

Experience with registered plans (RSP/RIF/TFSA)

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📌 Senior Service Representative (Estates) (Ontario)
🏢 Insight Global
📍 Ontario