About the job
About Aviso Wealth:
At Aviso Wealth, our mission is to enhance the financial health of Canadians. As a premier wealth management firm, we embody values of leadership, innovation, partnership, accountability, and community involvement. You will thrive in our vibrant ‘oneaviso’ culture, surrounded by passionate professionals dedicated to making a difference. Discover the unique opportunities we offer at www.aviso.ca.
The Role:
We are seeking an Estates Administrator to join our Operations team on a temporary basis for 9 months. Reporting to the Supervisor of Operations, you will handle the review, preparation, settlement, and taxation filing of client estate accounts.
Who You Are:
- Client-Focused: You prioritize client needs, advocating for service excellence while developing strategic partnerships that establish Aviso as a trusted advisor.
- Results-Driven: You are committed to achieving your goals, consistently looking for ways to enhance your performance and taking accountability for your actions.
- Collaborative: You thrive in teamwork, contributing positively to your team’s success and fostering effective relationships both internally and externally.
Key Responsibilities:
- Conduct estates settlements, process journal entries, and issue tax documents for estate accounts, addressing estate-related inquiries within internal deadlines.
- Ensure all information and request channels are accurate and up to date (e.g., OSM requests, Laserfiche, mailbox).
- Proactively assist team members and maintain a positive attitude while collaborating with other operational teams.
- Review and enhance current processes to improve efficiency.

