Excel in the realm of estate administration with iA as a Nominee Estate Specialist. This hybrid role focuses on client support, estate account processing, and transaction accuracy.

As a Nominee Estate Specialist at iA, you will be integral to handling estate accounts while providing exceptional service. You will verify documentation and manage asset redemptions and transfers, ensuring strict regulatory compliance. This role is perfect for those with a passion for estate administration and financial services, contributing to a collaborative, high-performing team.

Key Responsibilities:
• Engage with clients, advisors, and beneficiaries promptly
• Review and verify estate documentation with precision
• Identify and resolve discrepancies in estate processing




• Manage complex, high-value estate files effectively
• Process payments while ensuring compliance

Requirements:
• 3 to 5 years in estate administration or financial services
• Solid knowledge of estate processes and regulations
• Proficient in handling mutual funds and other investment products
• Excellent client service and communication skills
• Bilingual in English and French is a plus

Leverage your expertise in estate administration while fostering client relationships at iA.
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📌 Estate Administration Specialist at iA (Quebec City)
🏢 IA
📍 Quebec City