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Posted 2w ago

Bilingual Estates Specialist

@ Aviso Wealth
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Vancouver, British Columbia, Canada
$60k-$70k/yrHybridFull Time
Responsibilities:review estates, settle accounts, prepare tax documents
Requirements Summary:Post-secondary education; 5+ years financial industry experience (Estates/Registered Plans/Operations); CIRO/MFDA/IIROC knowledge preferred; strong problem-solving, attention to detail, and customer service; ability to work independently and in a team; English/French bilingual; EST/PST hours; proficient in Word/Outlook/Excel; Dataphile experience is a plus.
Technical Tools Mentioned:Word, Outlook, Excel, Dataphile
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Job Description

Aviso Wealth:

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 a Bilingual Estates Specialist to join our Operations team.

Reporting to the Supervisor Operations, Estates, the Bilingual 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 work 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 succeed. 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 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