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Estates Administrator

Estates Administrator

Aviso WealthMontreal, Quebec, Canada
20 days ago
Salary
CA$55,000.00–CA$65,000.00 yearly
Job description

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

The Opportunity :

We are looking for an Estate Administrator to join our Operations Team.

Reporting to the Supervisor, Tax, Estates and Client Reporting, 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.

Who you are :

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

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 ( 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

    • Requirements

    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.
  • This role is required to conduct business in French. Bilingual in English is an asset and is strongly preferred.
  • Ability to work EST standard hours

    • Benefits

    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 provider for the Canadian financial industry, with over $130 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 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.