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
- Strong 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.
Estates Administrator Operations Specialist in Toronto employer: Aviso Wealth
La Caisse populaire Alliance est un employeur de choix, offrant un environnement de travail collaboratif et dynamique où le leadership et l'expertise sont valorisés. Avec des opportunités de croissance professionnelle et un engagement envers le développement des employés, vous aurez la chance de contribuer à des stratégies innovantes tout en bénéficiant d'une culture d'entreprise axée sur le bien-être et la réussite collective. Située dans une région propice à l'épanouissement personnel et professionnel, cette position vous permettra de faire une réelle différence dans la gestion des avoirs de nos membres.
