Estates Administrator

Aviso Wealth - Vancouver, BC (30+ days ago)

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Aviso Wealth:
A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day. Our amazing people and dynamic culture set Aviso Wealth apart. If you’re looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer.

The Opportunity:
We’re looking for an Estates Administrator to join our Operations team.

Reporting to the Supervisor, Tax and Estates the Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts.

Who you are:
You’re comfortable in a fast-paced environment, extremely detail oriented when under pressure to meet deadlines
You thrive working independently but also in a collaborative environment, sharing your knowledge with your colleagues, and celebrating success as a team
You’re a life-long learner, staying current on industry news, trustee requirements and regulatory changes
You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work

What your day looks like:
Duties and Regulatory Responsibilities – 60%

Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
Provide assistance or coverage and assist when required.
Be pro-active in offering assistance when required and maintaining a positive attitude as a member of the team
Assists in training new EA Administrators

Audits and Risk Control – 30%

Review current process of monthly audits, pro-actively make recommendations for improvement to the Senior or Supervisor

Document Analysis and Maintenance – 10%

Submits updates for Estate Checklist and procedures on Procedure Centre in kXg once approved by the Supervisor
Updates departmental procedures and manuals per trustee or regulatory changes
Actively shares knowledge with the team, Registered Plans and Tax depending if these departments are impacted

Requirements

Your experience and skills:
Post-secondary education
minimum of 2 years of experience in the financial services industry, preferably in Operations or Estates
Industry knowledge of MFDA, IIROC,CRA and RQ rules and regulations preferred
Excellent communication and written skills
Pro-active in problem solving and presenting recommendations for review and approval
Extremely detail oriented and accurate
Ability to multi-task, work well under pressure and maintain composure
Intermediate to advanced computer skills in Word and Excel an asset

Benefits

At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. Aviso Wealth 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.

Company Overview:
Aviso Wealth is a national, integrated financial services company, with approximately $65 billion in assets under administration and management. Aviso is owned by Credit Union Centrals, CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. More information about Aviso Wealth is available at www.aviso.ca.