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Safety Administrator - Services
Graham
Fort McMurray, AB
- Full-time
Graham is actively recruiting for a Safety Administrator supporting the Services Division. Reporting to the Site Manager, the Safety Administrator plays a key role in supporting site safety…
Added 50 mins ago
UO
Dental Assistant 2
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $5,317 to $5,772 CAD / month
- Full-time
…IV, that reports to the Senior Clinic Manager, Resources & Operations, who reports to the Clinic Director. This position will also take direction from the Clinic Operations…
Added 1 hour ago
UO
Outdoor Centre Customer Service Supervisor (Rental Shop) -Faculty of Kinesiology
University of Calgary
Calgary, AB
- Part-time
Assists and coordinates with the Equipment and Services Administrator in the oversight of customer service delivery through interactions with clients and hourly staff.
Added 1 hour ago
PR
Asset Information Management Coordinator
Paramount Resources
Calgary, AB
- Full-time
The role of the Asset Information Management (AIM) Coordinator is to be the dedicated owner of Paramount’s daily AIM operations and support the adoption of AI. Reporting to the Enterprise…
Added 1 hour ago
Insurance Administrator
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
As an Insurance Administrator, you’ll flex your solid communication and technical skills to support a team of Personal Lines Advisors. You’ll play an integral role, providing day-to-day…
Added 1 hour ago
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Executive Director/Director of Care - AgeCare Sandringham
AgeCare
Victoria, BC · AgeCare Sandringham
- Full-time
…by taking on responsibility for the overall management and operations of the home. You will leverage your leadership skills to engage employees and achieve optimum standards of care,…
Added 2 hours ago
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Senior Salesforce Administrator
Benevity
Remote, Canada
- Full-time
- Remote
We are seeking a Senior Salesforce Administrator to join our growing Revenue Systems Team, part of Revenue Operations. This team drives Benevity's revenue engine by providing the tools,…
Added 2 hours ago
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Senior Salesforce Administrator
Benevity
Remote, Canada
- $77,800 to $106,920 CAD / year
- Full-time
- Remote
We are seeking a Senior Salesforce Administrator to join our growing Revenue Systems Team, part of Revenue Operations. This team drives Benevity's revenue engine by providing the tools,…
Added 2 hours ago
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Senior Architectural Contract Construction Administrator
DIALOG
Prince George, BC
- Full-time
DIALOG is seeking an experienced Senior Architectural Contract Construction Administrator to provide site-based architectural leadership for the University Hospital of Northern British…
Added 2 hours ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
Actively pursues effective and efficient operations of his/her respective areas, while ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices, ensuring…
Added 2 hours ago
LP
Senior Administrator & Yardi Operations (Condominium)
Larlyn Property Management Ltd.
London, ON
- Full-time
join our growing team as Administration & Yardi Operations Team Lead (Condominium Management). This leadership role is responsible for driving operational excellence, elevating team…
Added 2 hours ago
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Property Manager – River Cree Ventures Limited Partnership (RCVLP) – Open Competition
Enoch Cree Nation
Spruce Grove, AB
- Full-time
Oversee the daily operations and management of assigned properties to ensure efficient and cost-effective performance.
Added 3 hours ago
WP
Project Administrator
WestUrban Properties Management
Campbell River, BC
- Full-time
If this sounds like the place where you would like to grow your career, we are currently seeking a motivated Project Administrator to join our operations team in Campbell River, BC. The…
Added 3 hours ago
SB
Office Administrator
Simon Brien Bradley
Meath Park, SK
- Full-time
We’re on the lookout for a friendly, organised, and reliable Office Administrator to join our team here at Sherry FitzGerald Reilly in Navan.
Added 3 hours ago
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Junior Cyber Incident Response Analyst
Hootsuite
Ottawa, ON
- Full-time
Support the team in the day-to-day security operations monitoring and response for corporate and customer facing systems
Added 3 hours ago
ZS
Network Administrator
Zodiac Solutions, Inc
Calgary, AB
- Full-time
Identify, assess, and mitigate network-related risks that may impact business operations.
Added 3 hours ago
EA
Office Administrator
Emil Anderson Group
Kelowna, BC
- Full-time
As our Office Administrator, you’ll be the center of daily operations - managing communications, appointments, supplies, event coordination, and general support to keep our office running…
Added 3 hours ago
LH
Clinic Administrative Lead
LMC Healthcare
Barrie, ON
- Full-time
The Clinic Administrative Lead is the first point of contact for day-to-day clinic operations, ensuring our patients are receiving comprehensive care across multiple program areas. While…
Added 3 hours ago
PC
Client Service Administrator
People Corporation
Winnipeg, MB · Kingston, ON · Toronto, ON · MB - PC NPW - Wpg
- Full-time
We are in search of a dynamic individual to join our team as a Client Service Administrator to actively contribute to the success of People Corporation by providing an exceptional client…
Added 3 hours 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 3 hours 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 4 hours ago
Junior Cyber Incident Response Analyst
Hootsuite
Vancouver, BC · Toronto, ON
Support the team in the day-to-day security operations monitoring and response for corporate and customer facing systems
Added 4 hours ago
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Administrator
Tirecraft
Cambridge, ON
- $23 CAD / hour
- Full-time
Tirecraft is a proudly Canadian owned and operated expert in tires and automotive services. The Centralized Administrator will primarily support the Protreadz store and may provide remote…
Added 4 hours ago
SC
Contracts Administrator
Solace Corporation
Ottawa, ON
- Full-time
We are looking for a Contracts Administrator to join Solace's growing Legal team and keep our sales, customer, vendor and partner contracting moving. You will run contracts from intake…
Added 4 hours ago
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Junior Cyber Incident Response Analyst
Hootsuite
Vancouver, BC
- Full-time
Support the team in the day-to-day security operations monitoring and response for corporate and customer facing systems

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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