07 Sep
|
Socket.dev
|
Toronto
07 Sep
Socket.dev
Toronto
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 accurate statements, finalize tax receipts, and maintain meticulous client and estate #J-18808-Ljbffr
📌 Estates Settlement Specialist, Private Wealth (Toronto)
🏢 Socket.dev
📍 Toronto