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. #J-18808-Ljbffr

📌 Estates Administrator At Nicola Wealth Toronto
🏢 Nicola Wealth
📍 Toronto