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Aviso Wealth
Aviso Wealth
501 – 1.000 Angajați
AsigurăriConsultanțăLogistică
Aviso Wealth este o companie canadiană de administrare a averii, care deservește instituții financiare, consilieri de investiții, cooperative de credit și investitori. Oferta sa include servicii de dealer de investiții și corespondent, soluții instituționale, brokeraj online, consultanță automatizată, investiții și asigurări. Compania combină experiențele financiare susținute de tehnologie cu relațiile dintre consilieri și clienți, sprijinind organizațiile care îi ajută pe oameni să investească și să își planifice viitorul financiar. Echipa Aviso Wealth activează în domeniul administrării averii, al asigurărilor, al consultanței și al serviciilor de afaceri conexe, cu un accent declarat pe dezvoltarea profesională și succesul pe termen lung al echipei.
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Locurile de muncă ale companiei

Bilingual Estates Specialist – Hybrid, Canada

Manage estate settlements, taxation documents, journal processing, and partner inquiries for Aviso Wealth’s Canadian operations. This bilingual role supports accurate, timely estate administration in collaboration with internal operational teams.

CACanada
55.000 $ – 70.000 $ / an
HibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăLimbă Obligatorie: francezăBilingv

Descriere

  • Review, prepare, settle, and file tax documents for client estate accounts
  • Process estate settlements, journal entries, and tax document issuance
  • Resolve estate-related inquiries and issues within established internal deadlines
  • Keep information and request channels current across OSM, Laserfiche, and mailbox workflows
  • Work with operational teams and support partners as needed
  • Assess MFDA and IIROC estate settlement procedures and recommend improvements
  • Keep training checklists, departmental procedures, and manuals up to date
  • Share regular progress updates and escalate backlog items for resource planning
  • Participate in IIAC Committee meetings
  • Stay informed about CRA, RQ, HRSDC, and trustee regulations
  • Respond to partner questions through the Estates Contact Centre
  • Resolve issues at the first point of contact whenever possible

Cerințe

  • Post-secondary education
  • At least five years of financial industry experience, preferably in estates, registered plans, or operations
  • Knowledge of MFDA, IIROC, CRA, and RQ rules and regulations is preferred
  • Proactive problem-solving ability with strong analytical skills
  • Exceptional attention to detail, accuracy, and quality assurance
  • Ability to work independently and collaboratively
  • Strong customer service orientation
  • Excellent time-management and organizational skills
  • Ability to perform effectively under pressure and meet deadlines
  • Intermediate to advanced proficiency with Word, Outlook, and Excel
  • Dataphile experience is an asset
  • Fluency in written and spoken English and French is required
  • Availability to work standard EST/PST hours

Beneficii

  • Competitive compensation package recognizing individual contributions
  • Health, dental, and insurance coverage
  • Generous vacation allowance
  • Fitness benefit
  • Parental leave top-up options
  • Employer matching contributions to the retirement program
  • Learning and development opportunities
  • Education assistance program
  • Regular social events that support team connection

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