Bilingual Estates Administrator
Job in
Montreal, Montréal, Province de Québec, Canada
Listing for:
Aviso Wealth
Full Time
position
Listed on 2026-03-09
Job specializations:
-
Finance & Banking
Accounting & Finance
Job Description & How to Apply Below
Location: MontrealAviso 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
The Opportunity:
We are looking for a Bilingual Estate Administrator to join our Operations Team.
Reporting to the Supervisor, Tax, Estates and Client Reporting, the Bilingual Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within the CIRO (formerly IIROC and MFDA) platforms and our trustee guidelines.
Who you are:
Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partnerExecution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakesCollaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organizationWhat your day looks like:
Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlinesEnsures all information and request channels are current and up to date ( 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 and where needed directly with the advisors for complex situationsReviews current processes of CIRO (formerly IIROC and MFDA) estate settlements and pro-actively make recommendations for improvementEnsures training checklist is up to date and currentProvide regular status and immediately highlights if there are any items in backlog so resources can be allocatedReviews and ensures the following are current: CIRO checklists, departmental procedures and manuals per trustee or regulatory changesRemains current on CRA, Revenue Quebec, ESDC, civil code and trustee regulations through the review of legislation, press releases, and industry information bulletinsPerform estate settlement, spousal rollovers due to death, full cash out of plans, review date of deathRequirements
Your experience and skills:
Post-secondary education and/or equivalent experienceMinimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or OperationsIndustry knowledge of CIRO, CRA and Revenue Quebec rules and regulations (common and civil law) preferredPro-active in problem solving with strong analytical skills, presenting recommendations for review and implementationExtremely detail oriented and accurate with a focus on quality assuranceAbility to work independently and in a team environmentOutstanding customer service focusExcellent time management and organizational skills with the ability to work well under pressure and meet time deadlinesStrong knowledge of Microsoft Office (Outlook, Excel, Word)Knowledge and experience of Dataphile is an assetFluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across CanadaAbility to work EST standard hoursBenefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive…
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