Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for engaging and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We are looking to fill an open role for an Estates Administrator to join our Operations Team for 6 months.

Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within the CIRO (formerly IIROC and MFDA) platforms and our trustee guidelines.

As oneaviso:

- We Care– Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported
- We Dare–You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working
- We Share– Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed
- We Deliver– Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways to improve

What your day looks like:





- Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
- Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)
- Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams and where needed directly with the advisors for complex situations
- Reviews current processes of CIRO (formerly IIROC and MFDA) estate settlements and pro-actively make recommendations for improvement
- Ensures training checklist is up to date and current
- Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
- Reviews and ensures the following are current: CIRO checklists, departmental procedures and manuals per trustee or regulatory changes
- Remains current on CRA, Revenue Quebec, ESDC, civil code and trustee regulations through the review of legislation, press releases, and industry information bulletins
- Perform estate settlement, spousal rollovers due to death, full cash out of plans, review date of death

Your experience and skills:

- Post‑secondary education and/or equivalent experience




- Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations
- Industry knowledge of CIRO, CRA and Revenue Quebec rules and regulations (common and civil law) preferred
- Pro‑active in problem solving with strong analytical skills, presenting recommendations for review and implementation
- Extremely detail oriented and accurate with a focus on quality assurance
- Ability to work independently and in a team environment
- Outstanding customer service focus
- Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge and experience of Dataphile is an asset
- Fluency (written and spoken) in English is required and bilingual skills in French are an asset.
- Ability to work ET standard hours

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top‑up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork

Your Information

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📌 Estates Administrator, Temporary (Toronto)
🏢 Aviso
📍 Toronto