Estates Specialist

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 www.aviso.ca.

The Opportunity We’re looking for an Estates Specialist to join our Operations team. Reporting to the Supervisor Operations, Estates, the Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role is responsible for delivering on our Service Level Agreements and working with partners to resolve escalations in an urgent and efficient manner.

Who you are

Service – You put your clients' needs first. You advocate service excellence, and work to deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner.

Execution – You are committed to achieving your goals and to succeeding. 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 (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 MFDA and IIROC estate settlements and pro‑actively makes recommendations for improvement.

Ensures training checklist is up to date and current.

Provides regular status and immediately highlights if there are any items in backlog so resources can be allocated.

Reviews and ensures the following are current: MFDA and IIROC 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.

Provides support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient service.

Resolves problems at first point of contact where possible.

Requirements Your experience and skills

Post‑secondary education.

Minimum of 5 years' financial industry experience, preferably in Estates, Registered Plans or Operations.

Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred.

Pro‑active in problem solving with strong analytic 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.

Fluent communication skills in English are required and bilingual skills in French are an asset.

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.

Salary This position is posted with an expected salary range of $60,000 - $70,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Equal Employment Opportunity Aviso 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.

#J-18808-Ljbffr