Estates & Transfers Operations Specialist - Montreal

TMX Group; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Montreal is seeking an Estates and Complex Transfers Administrator. This role involves reviewing documentation related to estate transfers, assisting client-facing teams, and maintaining operational procedures. Candidates must have a diploma in business or finance, be bilingual in French and English, and possess excellent communication skills. Join a dynamic team dedicated to advancing economic growth.

Benefits

Generous time-off and leaves

Empathetic leadership culture

Cloud-first and hybrid workstyle

Qualifications

• Proficient in using Microsoft Office and Google suite applications.
• Bilingual in French and English required.
• Excellent written, verbal, and listening communication skills.
• Ability to understand clients' needs and offer appropriate solutions.
• Strong decision-making and problem-solving skills.

Responsibilities

• Review and approve documentation for estate transfers.
• Assist client-facing teams with inquiries related to estate transfers.
• Maintain accurate and up-to-date operational procedures.
• Support risk framework and implement relevant controls.

Skills

Proficient in Microsoft Office

Bilingual French/English

Excellent written and verbal communication

High attention to detail

Client-focused problem-solving

Strong interpersonal skills

Self-motivated

Education

College diploma or university degree in business and/or finance

Tools

Google suite applications

Job description

A leading financial services provider in Montreal is seeking an Estates and Complex Transfers Administrator. This role involves reviewing documentation related to estate transfers, assisting client-facing teams, and maintaining operational procedures. Candidates must have a diploma in business or finance, be bilingual in French and English, and possess excellent communication skills. Join a dynamic team dedicated to advancing economic growth.