Become an Estates Administrator with Nicola Wealth, where client service meets expertise in estate settlement. This role aids clients during significant life events with utmost professionalism.
As part of the Private Wealth Team, the Estates Administrator will coordinate the estate settlement management process, providing guidance and support to clients and executors. Your role involves proactive identification of risks and excellent client communication to ensure compliance and successful outcomes. Join our esteemed firm and thrive in a culture focused on growth and teamwork.
Key Responsibilities:
• Manage end-to-end estate settlement processes
• Serve as operational liaison to facilitate settlements
• Resolve complex estate-related issues with partners
• Communicate effectively with beneficiaries and exectors
• Collaborate with reporting teams for final statements
Requirements:
• Minimum 5 years experience in relevant field
• Understanding of registered plans and common law
• STEP CETA course or willingness to enroll
• Familiarity with compliance regulations
• Exceptional organizational and communication skills
Leverage your estate expertise to enhance client adventures at Nicola Wealth.
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