Bilingual Estates Administrator
Aviso WealthMontreal, Quebec, Canada • Toronto, Ontario, Canada • Vancouver, British Columbia, Canada • Winnipeg, Manitoba, Canada
Posted October 15, 2025
55000 - 65000 CAD year
Full Time
About the Company
Aviso Wealth provides comprehensive wealth management services to enhance the Canadian financial industry.
Job Description
Aviso Wealth is seeking a Bilingual Estates Administrator to join their Operations Team. The role involves processing estates settlements, tax reporting, and ensuring accurate estate information. The company emphasizes a dynamic culture, collaboration, and continuous improvement, offering a supportive work environment for talented individuals. The position reports to the Supervisor, Tax, Estates and Client Reporting.
Requirements
- Post-secondary education
- 2-3 years of experience in the financial industry (Estates, Registered Plans, or Operations)
- Industry knowledge of CIRO, CRA, and Revenue Quebec rules and regulations
- Strong analytical and problem-solving skills
- Excellent time management and organizational skills
- Fluency in English and French
Benefits
- Competitive compensation
- Health and dental insurance
- Fitness benefit
- Parental leave
- Matching contributions to retirement program
- Learning & development
- Social events