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 to fill an opening 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.
As one aviso:
• We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
• We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
• We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve
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 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: MFDA and IIROC 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
Your experience and skills:
• Post-secondary education
• Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
• Industry knowledge of MFDA, 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
• Experience with Dataphile is an asset
• 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