About the role
Aviso Wealth:
At Aviso Wealth, our mission is to enhance the financial health of Canadians. As a premier wealth management firm, we pride ourselves on our commitment to leadership, innovation, partnership, accountability, and community engagement. You will find that our talented and enthusiastic professionals embody these values, making our dynamic ‘oneaviso’ culture truly unique. If you seek fulfilling and challenging opportunities within a supportive environment, learn more about what Aviso has to offer at www.aviso.ca.
The Opportunity:
We are excited to announce an opening for a Bilingual Estates Administrator to become a vital member of our Operations Team.
In this role, reporting to the Supervisor of Tax, Estates, and Client Reporting, you will manage the processing of estate settlements and tax reporting for both registered and non-registered accounts, adhering to CIRO (formerly IIROC and MFDA) regulations and our trustee guidelines.
Who You Are:
- Client-Focused: You prioritize client needs, champion service excellence, and strive to deliver client-centered solutions while fostering strategic partnerships that position Aviso as a trusted advisor.
- Goal-Oriented: Your drive to achieve results is unwavering. You focus on completing tasks efficiently, embracing opportunities for improvement, and taking responsibility for your actions.
- Collaborative: You thrive in teamwork, contributing meaningfully to organizational objectives. You nurture trust, inclusion, and positive relationships both within and outside the organization.
Your Daily Responsibilities:
- Execute estate settlements, manage journal processing, and issue tax documentation for estate accounts while addressing inquiries and issues according to internal deadlines.
- Maintain up-to-date information and request channels (e.g., OSM, Laserfiche, mailbox).
- Proactively offer assistance and uphold a positive demeanor in all interactions.
