Estates Administrator, Temporary

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 to fill an open role for an Estates Administrator to join our Operations Team for 6 months.

Reporting to the Manager, Operations, the 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.

As oneaviso:

We Care – Youdo the right thing for clients,partners and colleagues. Youbuild trusted relationships,championservice excellence, and contribute to a culture where people feel valued and supported

We Dare –You challenge the status quo with bold ideasand fresh perspectives. You embrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

We Share – Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to help colleagues,clients and partners succeed

We Deliver – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.

You hold yourself accountable and continuously look for ways to improve

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

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 is required and bilingual skills in French…