Process estate settlements and tax reporting at Aviso Wealth while applying analytical skills and regulatory knowledge within the Operations Team. This six-month role supports accurate account administration.
As an Estates Administrator, you will process estates for registered and non-registered accounts using CIRO platforms and trustee guidelines. The work includes tax documents, journal processing, estate inquiries, and death-related plan transactions. You will also maintain procedures, checklists, training records, and request channels while supporting operational improvements.
Key Responsibilities:
- Process estates settlements and estate account tax documents
- Complete journal processing and address estate-related inquiries
- Perform spousal rollovers, plan cash-outs, and date-of-death reviews
- Maintain CIRO checklists, procedures, manuals, and training records
- Highlight backlogs and recommend estate settlement process improvements
Requirements:
- Post-secondary education or equivalent experience
- Two to three years financial industry experience preferred
- Knowledge of CIRO, CRA, and Revenue Quebec regulations preferred
- Robust analytical, organizational, and quality assurance skills
- Fluent written and spoken English; French is an asset
Bring accurate estate administration, regulatory awareness, and client service skills to Aviso Wealth’s Operations Team for six months.