Estates Administrator, Temporary

Aviso; Toronto; Presencial; CAD 55 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation

Health, dental, and insurance benefits

Generous vacation

Fitness benefit

Parental leave top‑up

Retirement contributions matching

Education assistance

Social events

Resumo da oferta

Aviso Wealth, Toronto, invites applications for an Estates Administrator (6 months) to support our Operations team. The role processes estate settlements and tax reporting for various accounts within CIRO platforms and trustee guidelines.

Ideal candidates have 2–3 years in financial services, strong problem-solving and meticulous attention to detail, and are fluent in English with ET hours exposure. Join a dynamic, value-driven team at Aviso Wealth.

Qualificações

• Post-secondary education and/or equivalent experience.
• 2–3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations.
• Industry knowledge of CIRO, CRA and Revenue Quebec rules and regulations preferred.
• Pro-active in problem solving with strong analytical skills.
• Extremely detail oriented 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 under pressure and meet deadlines.
• Strong knowledge of Microsoft Office (Outlook, Excel, Word).
• Knowledge and experience of Dataphile is an asset.
• Fluency in English; bilingual in French is an asset.
• Ability to work ET standard hours.

Responsabilidades

• Performs estates settlements, journal processing, issuance of tax documents for estates accounts.
• Addresses estate related inquiries per internal deadlines.
• Proactively offers assistance and collaborates with other Operational teams and advisors for complex situations.
• Reviews current CIRO estate settlements and recommends improvements.
• Ensures training checklist is up to date and current.
• Provides regular status updates and flags backlog items for resource allocation.
• Maintains current CIRO checklists and trustee procedures per regulatory changes.
• Keeps up to date on CRA, Revenue Quebec, ESDC, civil code and trustee regulations.
• Performs estate settlements, spousal rollovers and full cash outs.

Conhecimentos

Pro-active problem solving

Detail oriented

Teamwork

Time management

Customer service

Communication

Independent work

Formação académica

Post-secondary education or equivalent experience

Ferramentas

Microsoft Office

Dataphile

Descrição da oferta de emprego

Aviso Wealth:

At Aviso, 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 has to offer at www.aviso.ca.

The Opportunity:

We are looking to fill an open role for an Estates Administrator to join our Operations Team for 6 months.

Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within the CIRO (formerly IIROC and MFDA) platforms and our trustee guidelines.

As oneaviso:

• We Care– Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported
• We Dare–You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working
• We Share– Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed
• We Deliver– Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways to improve

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 and where needed directly with the advisors for complex situations
• Reviews current processes of CIRO (formerly IIROC and MFDA) 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 checklists, departmental procedures and manuals per trustee or regulatory changes
• Remains current on CRA, Revenue Quebec, ESDC, civil code and trustee regulations through the review of legislation, press releases, and industry information bulletins
• Perform estate settlement, spousal rollovers due to death, full cash out of plans, review date of death

Your experience and skills:

• Post‑secondary education and/or equivalent experience
• Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations
• Industry knowledge of CIRO, CRA and Revenue Quebec rules and regulations (common and civil law) 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
• Strong knowledge of Microsoft Office (Outlook, Excel, Word)
• Knowledge and experience of Dataphile is an asset
• Fluency (written and spoken) in English is required and bilingual skills in French are an asset.
• Ability to work ET standard hours

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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso 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.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services 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 partner 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,

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.