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.

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📌 Estates Administrator Operations Specialist (Ontario)
🏢 Aviso Wealth
📍 Ontario