Bilingual Estates Specialist

Description

Bilingual Estates Specialist
Full-time Permanent

Location: Toronto, ON 
Environment: Hybrid - Currently 1 day/week in the office, soon to be 2 days/week, typically Mon & Tues. Hours: Monday to Friday | Flexible start between 7:00 AM – 9:00 AM | Shifts: 7:00 AM – 3:00 PM, 8:00 AM – 4:00 PM, or 9:00 AM – 5:00 PM | 30-minute lunch break

Salary: up to $70K+ 5% bonus!

Company Overview:

This leading wealth management organization is focused on improving Canadians’ financial well-being.  They are an investment services provider for the Canadian financial industry, valuing leadership, innovation, partnership, responsibility, and community, and our culture sets them apart.

Perks:
Here, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Starts day 1! Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Vacation – 3 weeks plus 2 personal days and we get most of the bankers’ holidays
• Matching contributions to our retirement program – up to 6%
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Responsibilities

The Opportunity

We’re looking to fill an opening for a Bilingual Estates Specialist to join our Operations team.

Reporting to the Supervisor Operations, Estates, the Bilingual Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role is responsible for delivering on our Service Level Agreements and work with partners to resolve escalations in an urgent and efficient manner.

Responsibilities:

• Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
• Ensures all information and request channels are current and up to date (e.g. 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
• Reviews current processes of CIRO (formerly MFDA and IIROC) estate settlements and pro-actively make recommendations for improvement
• Ensures training checklist is up to date and current
• Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
• Reviews and ensures the following are current: CIRO checklists, departmental procedures and manuals per trustee or regulatory changes
• Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins
• Provide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient service
• Resolve problems at first point of contact where possible

Qualifications

• Fluency (written and spoken) in English and French is required
• Minimum of 2-5 years’ financial industry experience, in Estates
• Must have estate processing experience for rules for the CRA
  Post-secondary education
• Industry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations preferred
• Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
• Extremely detail oriented and accurate with a focus on quality assurance
• Ability to work independently and in a team environment
• Outstanding customer service focus
• Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
• Intermediate to advanced computer skills in Word, Outlook, Excel- intermediate
• Experience with Dataphile is an asset