Deliver exceptional estate management at Meridian as an Estates Specialist in a hybrid work model. Engage directly with Trustees, ensure compliance, and provide outstanding member support throughout estate administration.

As an Estates Specialist, you will serve as the key contact for Trustees, clarifying requirements and guiding them through the estate process. Your role is critical in managing estate management and tax reporting, ensuring high service standards, and maintaining operational efficiency all while applying Meridian's policies and procedures.

Key Responsibilities:
• Manage estate administration and tax reporting processes
• Respond to inquiries from external agencies and stakeholders
• Handle the estate phone line and provide case guidance




• Connect with Trustees to explain documentation requirements
• Collaborate with branch teams to resolve complex matters

Requirements:
• Over 5 years of experience in financial services
• Robust knowledge of estate administration processes
• Excellent communication and relationship-building skills
• Attention to detail and compliance-focused mindset
• Experience with digital tools for improved service delivery

Enhance your career while shaping exceptional member experiences at Meridian.
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📌 Estates Specialist at Meridian (Hybrid) (Ontario)
🏢 Meridian Credit Union
📍 Ontario