Description
Aviso Wealth is hiring an Estates Administrator for its Operations team on a 16-month term to handle review, preparation, settlement, and taxation filing for client estate accounts. The role involves processing estate settlements and journals, issuing tax documents, maintaining and updating operational checklists and procedures, handling related inquiries within deadlines, participating in committee meetings, and staying current on regulatory changes. Candidates should have post-secondary education, at least 2 years of financial industry experience preferably in estates/registered plans/operations, strong analytical and customer service skills, advanced Microsoft Word/Outlook/Excel skills, and English fluency; French is an asset.
