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Temporary Estates Administrator

Aviso WealthVancouver, British Columbia, Canada
On-site Temporary CA$55K/yr - CA$65K/yr

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Experience Level

Experience

Qualifications

Required Qualifications:Strong analytical skills with attention to detail. Excellent communication skills, both verbal and written. Ability to work independently and as part of a team. Prior experience in estate administration or a related field is an asset.

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.

About Aviso Wealth

Aviso Wealth is dedicated to empowering Canadians through innovative wealth management solutions, fostering a culture of excellence, integrity, and community involvement.

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