Student - Estate Specialist

iA Financial GroupToronto, ON, Canada

9 days ago

Job description

Job Description

Student position / Toronto / Summer

We are seeking a Student Estate Specialist to join our team for Summer 2025. This student must have the ability to learn new tasks quickly and work well individually and with the team. Good communication skills with the ability to convey complex information clearly and concisely.

Responsibilities :

Engage with advisors / clients through various communication methods in a professional and supportive manner;
Verification of documents;
Identify potential issues or missed items on the documents and help find a solution to process the estate claim as efficiently as possible;
Process high dollar estate files : High dollar Redemptions or transfers of various products held in the account (mutual funds, GICs, segregated funds, exchange traded funds) understand CRA administration guidelines & process payment of funds if applicable to the beneficiaries / assignees;
Provide updates to our clients / advisor about document status via email;
Escalate issues on a priority basis to ensure we meet SLAs;
Stay updated on changes in our procedures and participate in our daily DMS meetings;
Good understanding of Estate guidelines for each provincial legislation;
Self-regulate and manage daily workloads.

Qualifications :

Student in an administration, business, finance, or related program;

Excellent communication and interpersonal skills;

Previous experience working for a mutual fund dealership, fund company, or branch office is an asset;

Completion of IFIC Operations course is an asset;

Detail-oriented with a high level of accuracy and professionalism;

Must be able to work in a fast-paced environment where multi-tasking, attention to detail, organization and prioritization skills are a definite requirement;

A team player with demonstrated collaboration skills;

Overtime during peak volumes will be a requirement;

Bilingual is an asset.

Location(s) : Toronto, Ontario Company : Investia Financial Services Inc. Posting End Date : 2025-02-19 Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.

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