Estates Administrator, Temporary

Overview

Aviso Wealth:

At Aviso Wealth, 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 Wealth has to offer at Opportunity:

We’re looking to fill an opening for an Estates Administrator to join our Operations team for 9 months.

Reporting to the Supervisor, Operations the Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts.

Responsibilities

What your day looks like

– Performs estates settlements, journal proces...