Join Meridian as an Estate Specialist and create exceptional experiences for Trustees. This hybrid role focuses on estate management, tax reporting, and high-quality member service.

At Meridian, you play a critical role in our centralized Estates support model, acting as the main contact for Trustees during the estate administration process. You will manage inquiries, provide practical guidance, and maintain operational efficiency to ensure a positive experience for our members. Your commitment to service excellence and continuous learning is vital to your success in this position.

Key Responsibilities:
• Manage estate management and tax reporting tasks
• Respond to inquiries from solicitors and beneficiaries




• Handle the estate phone line and guide branch staff
• Act as the dedicated contact for deceased member files
• Communicate estate documentation requirements clearly

Requirements:
• 5+ years in financial services
• Knowledge of estate administration processes
• Solid communication and empathy skills
• Attention to detail and risk mitigation
• Ability to collaborate effectively across teams

Utilize your financial services expertise and communication skills to elevate member experiences at Meridian.
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📌 Estate Specialist at Meridian Financial (Ontario)
🏢 Meridian
📍 Ontario