Estates Administrator

Aviso Wealth; Toronto; On-site; CAD 55,000 - 65,000; Full time

Job summary

A leading wealth management organization in Toronto is searching for an Estates Administrator to join its Operations team for a 9-month contract. This role involves reviewing, preparing, settling, and handling tax filings for client estate accounts. Candidates should have at least 2 years of financial industry experience and strong analytical skills. The company offers competitive salaries, excellent health benefits, and opportunities for professional development, making it an attractive workplace for dedicated financial professionals.

Benefits

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Parental leave top-up options

Education assistance program

Qualifications

• Minimum of 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations.
• Strong knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations preferred.
• Ability to work independently and in a team environment.

Responsibilities

• Perform estates settlements and journal processing.
• Issue tax documents for estates accounts.
• Review current CIRO estate settlement processes and recommend improvements.

Skills

Problem solving

Analytical skills

Detail oriented

Customer service

Time management

Organization

Communication (English)

Bilingual (French)

Education

Post-secondary education

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Dataphile

Job description

Overview

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking to fill an opening for an Estates Administrator to join our Operations team for 9 months.

Reporting to the Supervisor, Operations the Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts.

Responsibilities

• What your day looks like – Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
• Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)
• Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams
• Reviews current processes of CIRO (formerly MFDA and IIROC) estate settlements and pro-actively make recommendations for improvement
• Ensures training checklist is up to date and current
• Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
• Reviews and ensures the following are current: CIRO (formerly MFDA and IIROC) checklists, departmental procedures and manuals per trustee or regulatory changes
• Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Your experience and skills

• Post-secondary education
• Minimum of 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
• Industry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations preferred
• Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
• Extremely detail oriented and accurate with a focus on quality assurance
• Ability to work independently and in a team environment
• Outstanding customer service focus
• Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
• Intermediate to advanced computer skills in Word, Outlook, Excel
• Experience with Dataphile is an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview

Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.