Business Experience Planning & Administration Specialist Senior collaborating with development teams at PNC. Overseeing strategic initiatives and improving processes within the Performance Management organization.
About the role
- Bilingual Estates Administrator processing estates settlements and tax reporting at Aviso Wealth. Collaborating with teams to address inquiries and ensure compliance with regulations.
Responsibilities
- 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
Requirements
- 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 and French is required to effectively communicate with partners, clients, and colleagues across Canada
- Ability to work EST standard hours
Benefits
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Sales Administration Assistant managing client orders and documentation at Bechtle. Ensuring accurate data management and timely follow - up on deliveries and disputes.
Succession administrator for Aviso Wealth responsible for managing estate regulations and documentation. Collaborate with teams to ensure compliance and handle complex client requests.
Verwaltung Mitarbeiter in Berlin Pflegeeinrichtung supporting residents with administrative tasks and personnel management in a structured environment.
Fleet Support Administrator role focusing on customer experience and relationship management. Analyze vehicle performance and coordinate training to improve customer satisfaction.
Customer Service & Administration role at discount furniture retailer Sconto in Stralsund, Germany. Handling customer service operations and administrative tasks with a focus on reliability and teamwork.
Administrative role managing patient service in a medical rehabilitation setting with a focus on personal patient care and scheduling. Collaborate with diverse healthcare professionals in a structured work environment.
System Administrator troubleshooting complex issues across platforms for major clients. Collaborating with teams to deliver solutions and enhance security compliance.
(Senior) Administrator Netzwerk responsible for IT infrastructure and network management at NORDFROST, Germany's market leader in frozen logistics. Engaging in project management, optimization, and maintaining high service standards.
Accounts Clerk & Administrator supporting busy administration and finance functions at Preston Toyota. Contributing to efficient workflows and accurate processing within a team environment.