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.

📌 Estate Specialist At Meridian Financial St Catharines (St. Catharines)
🏢 Meridian
📍 St. Catharines