Bilingual Estates Administrator

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 interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We are looking for a Bilingual Estate Administrator to join our Operations Team.

Reporting to the Supervisor, Tax, Estates and Client Reporting, the Bilingual 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.

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

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

Requirements

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 and French is required to effectively communicate with partners, clients, and colleagues across Canada
• Ability to work EST standard hours

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive…