Overview
Operational Estates Administrator Jobs in Toronto, Canada at Aviso Wealth Inc
Position: Operational Estates Administrator Role
Become an Estates Administrator at Aviso Wealth and play a vital role in servicing client estate accounts through efficient administration and teamwork. This position demands attention to detail.
Aviso Wealth is hiring for an Estates Administrator to join our Operations team. Reporting to the Supervisor, you will handle client estate account settlements and tax filings while ensuring compliance with industry regulations. Your proactive and client-first approach will enhance service delivery.
Key Responsibilities:
• Execute estate account settlements and journal entries
• Issue necessary tax documentation for estates
• Facilitate communications and inquiries regarding estates
• Review and enhance estate settlement processes
• Collaborate with operational teams effectively
Requirements:
• At least 2 years of financial industry experience required
• Post-secondary education in relevant field
• Strong analytical and problem-solving skills
• Excellent customer service focus
• Advanced competency in Excel and Word
Contribute to a supportive culture at Aviso Wealth while excelling in estate administration.
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Title: Operational Estates Administrator
Company: Aviso Wealth Inc
Location: Toronto, Canada
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