Senior Analyst Estates advisory

Role overview

Work arrangement

• Attendance is hybrid.

Your role

• Guide client firms on estate documentation, processes, timelines, regulatory requirements, and account administration.
• Manage complex estate cases from intake through resolution and communicate with stakeholders.
• Assess risk, analyze complex situations, and determine when to escalate matters.
• Work with Operations, Risk, Compliance, Legal, and Service Delivery to apply procedures and controls consistently.
• Recommend process, policy, and workflow improvements based on recurring issues.
• Develop educational resources and training materials for client firms.

Requirements

• Related bachelor's degree and at least 5 years of relevant experience in brokerage operations, wealth management, trust services, estate administration, or a related environment.
• Strong knowledge of estate administration, probate requirements, and legal and regulatory frameworks.
• Working knowledge of registered accounts and estate-settlement tax considerations, including post-death income, tax slips, and beneficiary transfers.
• Experience analyzing complex cases and assessing risk in regulated environments.
• Ability to manage detailed files, extensive documentation, and multiple priorities.
• An estate-related designation or certification is an asset.

Team and organization

Benefits

• Benefits include health and wellness options, group insurance, a pension plan, employee share ownership, assistance programs, preferential banking, community initiatives, and telemedicine.
• The employer describes training, coaching, mentoring, and internal mobility resources.