Senior Estate Services Specialist – Wealth Management (Winnipeg)

Senior Estate Services Specialist – Wealth Management (Winnipeg)

30 Aug
|
Insight Global
|
Winnipeg

30 Aug

Insight Global

Winnipeg

Insight Global seeks a Senior Service Representative to join their Wealth Management Estates team at one of Canada's Top Banks. This role requires 3+ years of experience with Estate accounts and processes, and solid customer service skills. You will check and reconcile information, coordinate with partners, and ensure regulatory compliance. Ideal candidates will be familiar with estate documentation, registered plans, and ADP Broadridge.

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📌 Senior Estate Services Specialist – Wealth Management (Winnipeg)
🏢 Insight Global
📍 Winnipeg

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