Estate Administration Specialist at Investia

Join Investia Financial Services as a Nominee Estate Specialist, where your expertise in estate administration will shine. Provide exceptional service while managing complex estate accounts in a hybrid work setting.

As a Nominee Estate Specialist, you will engage with clients, advisors, and beneficiaries, ensuring precise handling of estate documentation. Your strong attention to detail is essential in this role as you will verify and resolve discrepancies efficiently. You will maintain strong knowledge of estate administration practices while supporting a collaborative team atmosphere.

Key Responsibilities:

• Engage with clients and advisors via multiple communication channels

• Review estate documentation for accuracy and regulatory compliance

• Manage complex estate files including mutual funds and transfers

• Process timely payments to beneficiaries while adhering to procedures

• Provide updates to clients regarding processing timelines

Requirements:

• 3 to 5 years in estate administration or financial services

• Strong knowledge of investment products and documentation

• Exceptional client service and communication skills

• Organizational and analytical abilities to manage priorities

• Bilingual English and French is a valuable asset

Leverage your estate administration skills at Investia to deliver outstanding service and support to clients and their advisors.