At a Glance
- Tasks: Process estate settlements and tax reporting while enhancing operational efficiency.
- Company: Join Aviso Wealth, a leader in financial services with a supportive team culture.
- Benefits: Gain valuable experience, competitive pay, and opportunities for professional growth.
- Other info: Dynamic role with potential for career advancement in a fast-paced environment.
- Why this job: Make a real impact in the financial industry while developing your analytical skills.
- Qualifications: Post-secondary education and 2-3 years of financial industry experience preferred.
The predicted salary is between 45000 - 55000 $ per year.
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 Vancouver employer: Aviso
At Aviso, we pride ourselves on being an exceptional employer that fosters innovation and collaboration in the rapidly evolving field of cloud technologies. Our inclusive work culture encourages continuous learning and professional growth, providing employees with access to cutting-edge tools and resources to excel in their roles. Located in a vibrant tech hub, we offer unique opportunities to engage with industry leaders and contribute to transformative projects that enhance user experiences and operational efficiencies.
