Bilingual Estates Specialist

Aviso Wealth • Montreal, QC

22h • Hybrid

About The Position

Aviso Wealth is seeking a Bilingual Estates Specialist to join their Operations team. This role is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. The specialist will ensure adherence to Service Level Agreements and collaborate with partners to resolve urgent escalations efficiently. The position requires strong service, execution, and collaboration skills, with a focus on client-centric solutions and continuous improvement.

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
• 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

Nice To Haves

• Experience with Dataphile is an asset

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree