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Added 6 mins ago
RC
Social Worker
Retirement Concepts
Williams Lake, BC
- $43,000 CAD / year
- Full-time
Reporting to the General Manager and/or designate, the Social Worker is responsible for the delivery of social work services to residents and their families in all Long Term Care and…
Added 6 mins ago
ML
Kitchen Manager
MAPLE LEAF LOUNGE
Toronto, ON
- Full-time
Now, if you were to come on board as one of our Kitchen Manager’s, we’d ask you to do the following for us:
Added 21 mins ago
IH
Manager | Clinical Operations
Interior Health Authority
Penticton, BC
- Full-time
Interior Health is looking for a term specific full-time Manager, Clinical Operations to support the South Okanagan Home Health, Rural Areas. This term will be until October 31, 2027 or…
Added 21 mins ago
LH
Program Resource Worker
Lookout Housing and Health
North Vancouver, BC
- Internship
Days of rest shall be consecutive. Schedule may change with two weeks’ notice
Added 22 mins ago
LH
Outreach Worker
Lookout Housing and Health
North Vancouver, BC
- Full-time
Days of rest shall be consecutive. Schedule may change with two weeks’ notice
Added 52 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
New Glasgow, NS
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 52 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
New Glasgow, NS
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 52 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Fredericton, NB
- $15 CAD / hour
- Full-time
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Added 52 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Joliette, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 52 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Alma, QC
- Contract
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 52 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Kirkland, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 52 mins ago
PC
Experienced Talent Acquisition Manager
PwC Canada
Toronto, ON
- Full-time
…and specialized talent. The Experienced Talent Acquisition Manager translates recruitment strategies into consistent, high-quality execution across assigned business areas. You’ll bring…
Added 52 mins ago
WC
Customer Service Manager
Walmart Canada
Oakville, ON
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 52 mins ago
PC
Experienced Talent Acquisition Manager
PwC Canada
Calgary, AB
- Full-time
…and specialized talent. The Experienced Talent Acquisition Manager translates recruitment strategies into consistent, high-quality execution across assigned business areas. You’ll bring…
Added 52 mins ago
T
Keyholder
Torrid
Kingston, ON
- Part-time
Assumes responsibility of all store operations when Store Management is out of the store as acting Manager on Duty
Added 52 mins ago
FH
Social Worker, Acute & Sub-acute Care
Fraser Health
Chilliwack, BC
- Part-time
Reporting administratively to the Manager, Health Services and clinically to the Professional Practice Chief, Social Work, the Social Worker, Acute Care provides therapeutic clinical…
Added 1 hour ago
IB
Product Operations Manager
Indigo Books & Music
Regina, SK
- From $50,000 CAD / year
- Full-time
The Product Operations Manager translates Indigo’s visual merchandising priorities into locally relevant execution, strengthening community connection and brand affinity while delivering a…
Added 1 hour ago
M
IAM RBAC Business Solution Analyst Lead
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- Full-time
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Senior Manager Cyber Generalist
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- Full-time
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Added 1 hour ago
AF
Product Manager
ATB Financial
AB · Edmonton, AB
- Full-time
Please note: This position has a hybrid work arrangement. On average, this means 1 day on-site per week. Please note that this is subject to change due to business priorities.
Added 1 hour ago
Animal Welfare Officer
The British Columbia Society for the Prevention of Cruelty to Animals (BC SPCA)
Ladysmith, BC · Lantzville, BC · Nanaimo, BC
…province of BC. Join an expanding team in an exciting time of change in an organization that makes a difference! Please read below for additional details and let us know if you have the…
Added 1 hour ago
Animal Care Attendant - ACA1
The British Columbia Society for the Prevention of Cruelty to Animals (BC SPCA)
Kamloops, BC
…province of BC. Join an expanding team in an exciting time of change in an organization that makes a difference! Please read below for additional details and let us know if you have the…
Added 1 hour ago
CC
Assistant Project Manager
CGI Constructors
Mississauga, ON
- Full-time
We currently have an opportunity open for an experienced Assistant Project Manager in our Toronto office.
Added 1 hour ago
W
Customer Service Manager
Walmart
Oakville, ON
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 1 hour ago
W
(CAN) Gérant du service à la clientèle
Walmart
Joliette, QC
- Full-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…

Aviso

Estates Administrator, Temporary

Vancouver, BC, Canada

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

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Applications open in a new tab.

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, and tax documents for registered and non-registered accounts. Maintain current procedures and regulatory checklists, address estate-related inquiries, monitor workload and backlogs, and recommend process improvements.

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, organizational, and customer service skills, attention to detail, Microsoft Office knowledge, and familiarity with relevant Canadian regulatory requirements; Dataphile experience and French are assets.

Skills

Estate Settlements
Tax Reporting
Registered Plans
Financial Operations
Regulatory Compliance
Analytical Skills
Problem Solving
Quality Assurance
Customer Service
Time Management
Organization
Microsoft Office
Dataphile
Written And Spoken English
Teamwork

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

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