Estates Administrator at Aviso

Language

Compensation

CA$55,000 – CA$65,000/yr

Location: Vancouver, British Columbia
Type: Full-time
Level: not_specified
Posted: Jul 22, 2026

Description

Aviso Wealth is seeking an Estates Administrator to join their Operations team for 16 months. The successful candidate will be responsible for reviewing, preparing, settling, and filing tax documentation for client estate accounts. This role involves performing estates settlements, journal processing, issuing tax documents, addressing estate-related inquiries, ensuring compliance with regulations such as CIRO, CRA, and RQ, and actively participating in committee meetings.

Required Skills

Financial Industry Experience
Problem Solving
Analytical Skills
Detail Oriented
Quality Assurance
Customer Service
Time Management
Organizational Skills
Computer Skills
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile
Communication Skills

Additional Information

Required Previous Experiences: 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations.
Preferred Qualifications: Industry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations.
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.
Experience with Dataphile.
Fluent communication skills in English are required and bilingual skills in French are an asset.