Elevate estate management services as an Estate Specialist at Meridian’s St. Catharines office. This hybrid role focuses on providing explicit guidance and support for Trustees throughout estate administration.

In this pivotal position, you will act as a primary contact for Trustees, handling all aspects of estate management. You should possess five years of experience in financial services and a deep understanding of estate processes. This role emphasizes maintaining high service standards while ensuring compliance and risk management through effective communication and detail-oriented practices.

Key Responsibilities:
• Manage estate processes and tax reporting responsibilities
• Respond to inquiries via phone, email, and fax




• Determine next steps for each estate case
• Support delivery of Meridian’s centralized Estates model
• Communicate estate documentation requirements clearly

Requirements:
• 5+ years experience in financial services
• Knowledge of estate administration and legal documents
• Solid communication and relationship-building skills
• Ability to exercise sound judgment
• Commitment to member service excellence

Strengthen estate services and enhance member experiences with your expertise at Meridian.
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📌 Estate Specialist At Meridian Hq Ontario
🏢 AIM Kenny U-Pull
📍 Ontario