About the job
Aviso Wealth:
At Aviso Wealth, we are committed to enhancing the financial well-being of Canadians. As a premier wealth management organization, we prioritize leadership, innovation, partnership, responsibility, and community involvement. You will collaborate with driven professionals who embody our values daily, and our vibrant 'oneaviso' culture will distinguish your experience with us. If you seek engaging and meaningful work at a company that values its people, discover more about what Aviso has to offer at www.aviso.ca.
The Opportunity:
We are in search of a Bilingual Estates Administrator to join our Operations Team for a 12-month temporary assignment.
In this role, reporting to the Supervisor of Tax, Estates, and Client Reporting, you will manage the processing of estates settlements and tax reporting for both registered and non-registered accounts in compliance with CIRO (formerly IIROC and MFDA) standards and our trustee guidelines.
Who You Are:
- Client-Focused – You prioritize client needs, consistently advocate for service excellence, and strive to deliver client-centric solutions while cultivating strategic partnerships that establish Aviso as a trusted advisor.
- Results-Oriented – You are dedicated to achieving your objectives, continuously seeking to improve your performance, and are accountable for your actions, learning from both successes and setbacks.
- Team Player – You thrive in collaborative environments, contributing meaningfully to team success and fostering trust and inclusion. Building effective relationships within and outside the organization is your priority.
Your Daily Responsibilities:
- Ensure accurate processing of estates settlements, including journal entries and issuance of tax documents for estates accounts, while addressing estate-related inquiries within internal deadlines.
- Maintain up-to-date information across all communication channels (e.g., requests for OSM, Laserfiche, mailbox).
- Proactively assist team members and maintain a positive and supportive team environment.

