Full-Time Bilingual Estates Specialist

Join a leading wealth management firm as a Full-Time Bilingual Estates Specialist in Vancouver. This hybrid role requires expertise in estates and fluency in both English and French.
Experience a supportive environment focused on improving financial well-being for clients. The position includes flexible work shifts and a strong emphasis on quality assurance in estate processing. Ideal for those with 2-5 years in the financial industry.
Key Responsibilities:
• Process estates with a focus on accuracy and quality
• Solve client problems through analytical approaches
• Ensure all documentation is compliant with CRA regulations
• Manage independent and team-based tasks effectively
• Commit to delivering excellent customer care
Requirements:
• Fluency in English and French, both verbal and written
• 2-5 years of relevant financial industry experience
• Familiarity with estate processing and CRA rules
• Post-secondary education in a related field
• Prof...