05 Sep
|
Socket.dev
|
Winnipeg
05 Sep
Socket.dev
Winnipeg
Nicola Wealth in Vancouver is seeking a Client Service Associate, Estates Administrator to provide specialized estate settlement expertise and oversee end-to-end settlement processes for private wealth clients. You will work with executors, beneficiaries, and internal teams to ensure accurate records and a seamless client experience during estate events. Collaborate with the Private Wealth team to deliver exact statements, finalize tax receipts, and maintain meticulous client and estate
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📌 Estates Settlement Specialist, Private Wealth (Winnipeg)
🏢 Socket.dev
📍 Winnipeg