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Last updated: 1 day ago

Estates Administrator

Aviso WealthVancouver, British Columbia, Canada
Full-time

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibi...Show more

Portfolio Administrator

Harbourfront Wealth ManagementVancouver, British Columbia, Canada
Full-time +1

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast-growing wealth management firm with over $15 billion in assets under administ...Show more

IT Administrator

IntiveoVancouver, British Columbia, Canada
Full-time

We're growing our Engineering team and we're looking for a skilled, thoughtful person to work with us! As an IT Administrator at Intiveo, you will be helping manage our internal IT system and proce...Show more

Production Administrator

FPS Food Process SolutionsRichmond, BC, CA
Full-time

The Production Administrator supports the efficient operation of production plants by managing administrative tasks, coordinating maintenance schedules, and maintaining accurate records.This role e...Show more

Facilities Administrator

HaysVancouver
Full-time

Your NewpanyThispany offersprehensive facilities management and project delivery services.Their expertise includes technical maintenance, energy, and lifecycle management.They focus on building str...Show more

Intermediate/Senior DevOps Site Reliability-Linux

TEEMAVancouver, BC
Permanent

Ensure service reliability and uptime in production and test environments.Be on-call and provide 3rd-level troubleshooting support when required.Monitor the uptime and performance of production sys...Show more

Finance Administrator

LushVancouver, British Columbia, Canada
Full-time

Daily monitoring of the cash management email inbox.Coordinate treasury requirements for new store openings and closings.Coordinate all changes to retail and corporate banking.Coordinate with servi...Show more

Payroll Administrator

JOEY Restaurant GroupVancouver, BC, CA
Full-time
Quick Apply

Ensuring our people are paid accurately and on time is foundational to the experience we deliver.As a Payroll Administrator, you’ll be responsible for full-cycle Canadian payroll for approximately ...Show more

Payroll Administrator

JOEY RestaurantsVancouver, British Columbia, Canada
Full-time

Ensuring our people are paid accurately and on time is foundational to the experience we deliver.As a Payroll Administrator, you’ll be responsible for full-cycle Canadian payroll for approximately ...Show more

Quality Administrator

QAI Laboratories Ltd.Burnaby, British Columbia, Canada, V5J 5K5
Full-time
Quick Apply

Report to one of the QAI Locations (Burnaby, BC; Toronto, ON; Rancho Cucamonga, CA; Tulsa, OK; Middleburg Heights, OH; Loves Park, IL; Medley, FL).Quality, Safety, and Customer Experience.QAI labor...Show more

Linux Systems Administrator

MatchBox Consulting GroupVancouver, British Columbia
Full-time +1

MatchBox Consulting Group is currently seeking a DevOps Systems Administrator- Linux for a permanent, full-time opportunity with our client based in Vancouver.This is a hybrid role (2 days in offic...Show more

DevOps Systems Administrator - Linux

TEEMAVancouver, BC
Permanent

We deliver enterprise services to thousands of customers globally.Our infrastructure teams provide fantastic opportunities to System Administrators who are passionate about maintaining reliable Lin...Show more

Office Administrator

Intercity Packers Ltd.Richmond, British Columbia
Full-time

Thank you for your interest in Intercity Packers.We are always looking for qualified people to join our team who share our passion for integrity, quality, safety, sustainability, accountability and...Show more

Senior HPC System Administrator

General FusionRichmond, BC, CA
Full-time

Established in 2002, General Fusion is a global leader in the race to commercialize clean fusion energy.We are pursuing a uniquely practical approach, Magnetized Target Fusion, and aim to provide z...Show more

ERP Administrator

LMI TechnologiesBurnaby, BC, CA
Full-time
Quick Apply

The ERP Administrator is a critical, cross-functional role within the Business Applications team responsible for the health, configuration, and optimization of the ERP environment.While the primary...Show more

Estates Administrator

Aviso WealthVancouver, BC, CA
Full-time
Quick Apply

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibi...Show more

Battery System Engineer

Brainpower360Greater Vancouver Area, BC
Permanent

We are seeking a skilled and motivated.The ideal candidate will have strong expertise in power conversion topologies, system modeling, control strategies, and hardware development.You will collabor...Show more

System Operations Engineer

NearSourceVancouver, BC, Canada
Full-time
Quick Apply

CI microservice systems and cloud-based infrastructure.The selected candidate will contribute to platform stability, feature engineering, and AI-driven components within a structured on-site engine...Show more

Application Administrator

StantecBurnaby, BC
Full-time +1

At Stantec, we have some of the world’s leading professionals passionate about enabling our business to be its best.Our business teams include finance, procurement, human resources, information tec...Show more

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Estates Administrator

Estates Administrator

Aviso WealthVancouver, British Columbia, Canada
11 days ago
Job type
  • Full-time
Job description

Aviso Wealth:

At Aviso Wealth, 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 Wealth has to offer at

The Opportunity:

We’re looking to fill an opening for an Estates Administrator to join our Operations team.

Reporting to the Supervisor, Operations the Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts.

Who you are:

  • Service – 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 partner
  • Execution – 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 mistakes
  • Collaboration – 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 organization

What your day looks like

  • 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 ( 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 (formerly MFDA and IIROC) 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

Requirements

Your experience and skills:

  • Post-secondary education
  • Minimum of 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
  • 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
  • Experience with Dataphile is an asset
  • Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, 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
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.