Estates Administrator, Temporary
Role Overview
Aviso is hiring an Estates Administrator for its Operations Team for a six-month term.
The role processes estate settlements and tax reporting for registered and non-registered accounts under applicable platforms and trustee guidelines.
Key Skills for This Role
Full Job Posting
Opportunity
Aviso is hiring an Estates Administrator for its Operations Team for a six-month term.
The role processes estate settlements and tax reporting for registered and non-registered accounts under applicable platforms and trustee guidelines.
What you'll do
- Process estate settlements, journals, tax documents, inquiries, spousal rollovers after death, plan cash-outs, and date-of-death reviews.
- Maintain request channels and information; collaborate with operations colleagues and advisors on complex cases.
- Review processes and recommend improvements; maintain training checklists and report status and backlogs.
- Update CIRO checklists, procedures, and manuals for trustee or regulatory changes.
- Monitor CRA, Revenue Quebec, ESDC, civil-code, and trustee regulations.
Experience and skills
- Post-secondary education and/or equivalent experience; at least 2–3 years in the financial industry.
- Estates, registered plans, or operations experience is preferred; regulatory knowledge of CIRO, CRA, and Revenue Quebec is preferred.
- Strong analytical problem-solving, accuracy, quality assurance, customer service, time management, and organization.
- Able to work independently and with a team, under pressure, and to deadlines.
- Strong Outlook, Excel, and Word knowledge; Dataphile experience is an asset.
- Fluent written and spoken English is required; French is an asset. Able to work Eastern Time standard hours.
Salary
- Expected salary range is CAD $55,000–$65,000 annually.
Benefits
- Benefits include health, dental, and insurance coverage, vacation, fitness benefit, parental leave top-up options, retirement contributions, learning and development, and education assistance.
About Aviso
Aviso provides wealth management and investment services to the Canadian financial industry.
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