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About the role
- Bilingual Estates Specialist managing estate settlements, tax filings, and client inquiries at Aviso Wealth. Requires expertise in financial industry regulations and bilingual communication in English and French.
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
- Reviews current processes of CIRO (formerly MFDA and IIROC) 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
- Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins
- Provide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient service
- Resolve problems at first point of contact where possible
Requirements
- Post-secondary education
- Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
- Industry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations 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
- Intermediate to advanced computer skills in Word, Outlook, Excel
- Experience with 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/PST 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
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