Bilingual Estates Specialist
Full-Time Permanent
Location: Vancouver, BC
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:
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:
Requirements
Bilingual Estates Specialist • Vancouver, BC, Canada
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