Estate & Operations Administrator - Montreal

TMX Group; Montreal; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

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Connection

Impact

Wellness

Growth

Job summary

TMX Group in Montreal, QC is seeking a detail-oriented professional to support estate transfers or liquidations, reviewing documents and ensuring compliance, while assisting client-facing teams with inquiries. The role requires bilingual (French/English), a college or university degree in business/finance, 1–3 years of experience, and strong MS Office/Google Suite skills.

You will maintain procedures, generate monthly reports, and help strengthen controls within a dynamic financial services

Qualifications

• Bilingual French/English required with excellent written and spoken communication.
• College diploma or university degree in business/finance or equivalent experience.
• 1–3 years in a similar role supporting estate transfers or liquidations.
• Proficient in Microsoft Office and Google Suite.
• Strong attention to detail and client-focused approach.

Responsibilities

• Review and approve documentation to support estate transfers or liquidations, ensuring policy compliance.
• Assist client-facing teams with inquiries related to estate transfers or liquidations.
• Stay up-to-date on requirements across provinces/states and corporate clients.
• Maintain and submit monthly statistics for fees and management reporting.
• Maintain up-to-date procedures and guidelines; implement improvements as needed.
• Help strengthen risk controls as the first line of defense and streamline processes for clients and the company.

Skills

French-English bilingual

Client focus

Attention to detail

Communication

Organizational skills

Independent worker

Problem solving

Adaptability

Education

College diploma or university degree in business/finance

Tools

Microsoft Office

Google Suite

Job description

TMX Group in Montreal, QC is seeking a detail-oriented professional to support estate transfers or liquidations, reviewing documents and ensuring compliance, while assisting client-facing teams with inquiries. The role requires bilingual (French/English), a college or university degree in business/finance, 1–3 years of experience, and strong MS Office/Google Suite skills.

You will maintain procedures, generate monthly reports, and help strengthen controls within a dynamic financial services