Use CIRO knowledge and careful processing skills to administer estates at Aviso Wealth, supporting registered and non-registered accounts. The assignment lasts six months.

Reporting to the Manager, Operations, the Estates Administrator handles estate settlements and tax reporting under CIRO platforms and trustee guidelines. You will review regulations, keep operational documentation current, and coordinate with operational teams and advisors on complex situations. Accuracy, problem solving, and deadline management are central to this work.

Key Responsibilities:

- Settle estates and issue tax documents within internal deadlines
- Review CIRO estate settlement processes and recommend improvements
- Update information channels, procedures, manuals, and checklists




- Monitor backlogs and provide regular status updates
- Research CRA, Revenue Quebec, ESDC, and trustee regulations

Requirements:

- Two to three years financial industry experience
- Estates, Registered Plans, or Operations experience preferred
- Knowledge of common and civil law regulations preferred
- Detail-oriented, accurate, and quality-focused working style
- Robust Microsoft Office knowledge, including Outlook, Excel, and Word

Apply estate settlement expertise, regulatory research, and process improvement skills while supporting Aviso Wealth's operational standards.

📌 Estate Settlement Administrator CIRO (Toronto)
🏢 Aviso Wealth
📍 Toronto