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
Solid 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. #J-18808-Ljbffr

📌 Estates Specialist At Meridian Hybrid Toronto
🏢 Meridian Credit Union
📍 Toronto