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Added 4 mins ago
IF
Analyste en intelligence d'affaires - Expérience client et conseiller
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Vous êtes animé(e) par l’analytique, l’expérience client et conseiller et la transformation numérique et souhaitez contribuer à la raison d’être d’une entreprise qui vise à ce que ses…
Added 4 mins ago
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
…Toronto. Segal GCSE is committed to growth by investing in our team, providing continuous learning and a positive, supportive work environment, with a focus on providing best in class…
Added 4 mins ago
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
…Toronto. Segal GCSE is committed to growth by investing in our team, providing continuous learning and a positive, supportive work environment, with a focus on providing best in class…
Added 4 mins ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
…comprehensive financial management skills and offering exceptional client service, often during periods of change, high work volumes, and stringent deadlines. The SBA facilitates and…
Added 4 mins ago
TT
GTM (Go-To-Market) Partner
Tundra Technical Solutions
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
As a GTM Manager, you will drive new business growth by building strong client relationships, identifying market opportunities, and executing strategic go-to-market plans. This role is…
Added 6 mins ago
CB
Assistant manager - food services
Canopy by Hilton Toronto Yorkville
Toronto, ON
- From $36 CAD / hour
- Full-time
- On-site
Added 19 mins ago
RS
Customs - Customer Service Associate
Ryder Supply Chain Solutions
Woodstock, ON · CAN - Woodstock ON Oxford Rd
- Full-time
The Customer Service Associate II is responsible for planning and scheduling driver routes as well as providing customer service support to drivers and client representatives. This…
Added 19 mins ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Added 19 mins ago
LS
MARINE DIVISION MANAGER
Landmark Solutions
Salmon Arm, BC
- Full-time
Landmark Solutions Ltd. (Landmark) is growing and we’re seeking an experienced Marine Division Manager to lead our Marine Division and manage the delivery of marine and waterfront projects.…
Added 19 mins ago
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CIVIL CONSTRUCTION PROJECT MANAGER
Landmark Solutions
Salmon Arm, BC
- Full-time
Landmark Solutions Ltd. (Landmark) is growing, and we’re looking for a Civil Construction Project Manager to help build what comes next. Join a team that values practical expertise, fresh…
Added 19 mins ago
CE
Front of House Manager - National 10th
Concorde Entertainment Group
Calgary, AB
- Full-time
A manager contributes to all front of house operations and is responsible for several functions including but not limited to scheduling, inventory control, coordination of sales, guest…
Added 19 mins ago
SL
Senior Associate, Financial Controls - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in…
Added 19 mins ago
SM
Senior Associate, Financial Controls - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in…
Added 19 mins ago
TC
Aexeo Onboarding - Vice President
The Citco Group Limited
Halifax, NS
- Full-time
…leading projects or elements of large engagements, including client integration, service delivery and sales support. The Aexeo Onboarding VP is responsible for managing virtual teams that…
Added 19 mins ago
AC
Early Careers: Investments Associate
Aon Corporation
Vancouver, BC
- Full-time
By combining investment knowledge, analytics and client service, Investment Consulting colleagues help clients evaluate performance, navigate changing markets and achieve their long-term…
Added 34 mins ago
CG
Laboratory Tech I
CSA Group
Toronto, ON
- $2,914 to $3,379.7 CAD / week
- Full-time
Must be self-motivated and client-service oriented.
Added 34 mins ago
C
Manager Client Advise - Sherbrooke
CIBC
Sherbrooke, QC
- Full-time
As a member of the Personal and Business Banking team, you’ll develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an…
Added 34 mins ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 34 mins ago
Director, Senior Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
The Senior Product Manager is accountable for the strategy, roadmap, and success of a significant Capital Markets product or complex business capability. The role partners with business,…
Added 34 mins ago
Senior Manager and Team Lead, Credit Risk, Retail
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ON · Mississauga, ON
The Senior Manager and Team Lead, Credit Risk leads a team within ACE and is accountable for translating business strategy into clear priorities, sustained operational performance and a…
Added 34 mins ago
Senior Manager, Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
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Toronto, ON
…results for our clients. We believe in winning together, as one team, strengthening the collaborative spirit that defines GBM’s client partnerships. We value transparency, shared goals, and…
Added 34 mins ago
Warehouse Associate
Bureau Veritas
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Reporting to the Warehouse & Logistics Manager, the position of Warehouse Associate is primarily responsible for organizing client samples for storage, inventory tracking and deliver…
Added 34 mins ago
LM
Manager, Workplace Operations & Executive Support - Canada
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
The Manager, Workplace Operations & Executive Support, Canada leads the safe, effective and consistent operation of Liberty Mutual Canada workplaces and the Canadian Centralized Executive…
Added 34 mins ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
We are looking to fill an open role for an Estates Administrator to join our Operations Team for 6 months.
Added 34 mins ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
We are looking to fill an open role for an Estates Administrator to join our Operations Team for 6 months.

Aviso

Estates Administrator, Temporary

Toronto, ON, Canada

$55,000 to $65,000 CAD / year · Temporary

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Job details

Pay: $55,000 to $65,000 CAD / year
Job type: Temporary
Apply by: Nov 27, 2026
Experience: Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations
Posting language: English
Posted: Oct 28, 2026

Original job description

Aviso Wealth:

At Aviso, 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 has to offer at www.aviso.ca.

The Opportunity:

We are looking to fill an open role for an Estates Administrator to join our Operations Team for 6 months.

Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within the CIRO (formerly IIROC and MFDA) platforms and our trustee guidelines.

As oneaviso:

We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

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 (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 and where needed directly with the advisors for complex situations
Reviews current processes of CIRO (formerly IIROC and MFDA) 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
Remains current on CRA, Revenue Quebec, ESDC, civil code and trustee regulations through the review of legislation, press releases, and industry information bulletins
Perform estate settlement, spousal rollovers due to death, full cash out of plans, review date of death

Requirements

Your experience and skills:

Post-secondary education and/or equivalent experience
Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations
Industry knowledge of CIRO, CRA and Revenue Quebec rules and regulations (common and civil law) 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
Strong knowledge of Microsoft Office (Outlook, Excel, Word)
Knowledge and experience of Dataphile is an asset
Fluency (written and spoken) in English is required and bilingual skills in French are an asset.
Ability to work ET standard hours

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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso 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 provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services 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.

#IND

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More about this job

Responsibilities

Process estate settlements, spousal rollovers, account cash-outs, date-of-death reviews, journal transactions, and estate tax documents while responding to related inquiries within deadlines. Maintain current procedures, checklists, and request channels; monitor backlogs, support colleagues and advisors, and recommend improvements while staying current with regulatory and trustee requirements.

Requirements

Requires post-secondary education or equivalent experience and 2–3 years of financial industry experience, preferably in estates, registered plans, or operations. Candidates should have strong analytical, problem-solving, accuracy, customer service, organizational, and time-management skills; knowledge of relevant Canadian regulations and Microsoft Office is expected, while Dataphile and French are assets.

Skills

Estate Settlements
Tax Reporting
Registered Plans
Financial Operations
CIRO Regulations
CRA Regulations
Revenue Quebec Regulations
Analytical Skills
Problem Solving
Quality Assurance
Customer Service
Time Management
Organization
Microsoft Office
Dataphile
English Fluency

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance
Social Events

Visa sponsorship

Not detected in the job text

Keywords

Estate Settlements
Estates Administration
Tax Reporting
Registered Accounts
Non-Registered Accounts
Spousal Rollovers
Date Of Death
Journal Processing
CIRO
IIROC
MFDA
CRA
Revenue Quebec
ESDC
Trustee Guidelines
Common Law
Civil Code
Operations
Quality Assurance
Regulatory Compliance
Microsoft Outlook
Microsoft Excel
Microsoft Word
Dataphile
Laserfiche
OSM
Customer Service
Process Improvement
Tax Documents

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