Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here: About Meridian

2 Vacancies - 1 Permanent & 1 Contract (14 Months)

The role: Operating within a centralized Estates support model, the Estate Specialist serves as a primary point of contact for Trustees throughout the estate administration process. The Specialist connects directly with Trustees to explain requirements, clarify next steps, provide practical guidance, and set transparent and realistic expectations, while applying Meridian policies, procedures, privacy requirements, and risk controls consistently.

They are responsible for maintaining high standards of Member service, contributing to quality control and operational efficiency that contribute to a positive Member experience.

Key Responsibilities

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- Manage all aspects of Meridian responsibilities relevant to estate management and tax reporting.

- Respond to inquiries, both via email/fax and phone, from external agencies such as solicitors, trustee’s beneficiaries, mutual fund companies and Aviso.

- Responsible for handling the estate phone line, determining the appropriate next steps for each case, provide guidance and advice to the branch staff, and assist them with setting realistic expectations with the trustees.





- Support the delivery of Meridian’s centralized Estates model by acting as the dedicated Estates contact for assigned deceased member files and coordinating the file from intake through settlement.

- Connect directly with Trustees through phone, email, and virtual channels to explain estate documentation requirements, outline available next steps, and provide timely, clear, and empathetic guidance throughout the process.

- Assess the information and documentation provided by Trustees, identify outstanding requirements or potential risks, and provide advice within established policies, procedures, legal guidance, and delegated authority.

- Set and manage realistic expectations regarding file requirements, review timelines, dependencies, and next steps, while maintaining consistent communication and documenting material interactions and decisions.

- Partner with branch teams and internal stakeholders to resolve complex estate matters, clarify ownership, and ensure Trustees receive consistent information regardless of their point of contact.

- Create a consistent and positive experience for our partners and our Members.

- Build a culture that marries a focus on compliance, best practices, and risk mitigation with meeting member needs timely and accurately.

- Take ownership of estate case and collaborate with other departments as needed.

Knowledge,



Skills, and Abilities

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- 5+ years of experience in the financial services industry

- Desire for continuous learning and growth: Availability to take external courses to enhance estate knowledge.

- Knowledge of estate administration, relevant legal documents and / or processes relating to area of expertise.

- Commitment to values and service excellence

- Attention to detail and ability to exercise sound judgment mitigating risk to Meridian and Trustees

- Communicate clearly and professionally, as well as demonstrate empathy

- Exceptional relationship and communication skills – capable of using written, spoken and interpersonal skills to create clear understanding of expectations; address escalated challenges and issues in reporting areas; and to represent the functional area across the organization.

- Demonstrate ability and creativity in developing and implementing process improvement initiatives

- Confident in providing advice and direction including but not limited to deceased member processes, mutual fund transactions and compliance

- Strong knowledge of computer systems, embracing virtual technology platforms for use with both Member and Meridian partners. Ovation/Encore and Microsoft Office products, and asset.

- Member Focus - Personally demonstrating that our Members are our highest priority.

- Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.

- Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding,

📌 Estates Specialist (Canada)
🏢 Meridian Credit Union
📍 Canada