Elevate your career as a Bilingual Estates Specialist with Aviso. This role involves managing estate accounts, delivering exceptional service, and ensuring compliance in a dynamic, team-oriented environment.
As part of the Operations team at Aviso, you’ll be integral to reviewing and settling client estate accounts while working closely with various stakeholders. Your responsibilities will include processing journal entries, issuing tax documents, and proactively addressing estate-related inquiries. With an emphasis on building trusted relationships, you'll contribute to our commitment to service excellence and continuous improvement.
Key Responsibilities:
• Perform settlements and tax document issuance for estates
• Maintain current information on request channels




• Proactively assist team members and partners
• Review and recommend process improvements
• Ensure compliance with MFDA and IIROC guidelines
Requirements:
• Minimum 5 years in financial services, preferably in Estates
• Post-secondary education is required
• Bilingual in English and French for partner communications
• Detail-oriented with strong analytical skills
• Intermediate to advanced skills in MS Office
Join Aviso and leverage your estates expertise to positively impact clients, partners, and colleagues alike.
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📌 Bilingual Estates Specialist at Aviso (Toronto)
🏢 Aviso
📍 Toronto