Job Title

Bilingual Estates SpecialistFull-Time Permanent Location: Toronto, ON 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:Competitive compensation package that rewards and recognizes individual contributionsStarts day 1! Excellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsVacation 3 weeks plus 2 personal days and we get most of the bankers holidaysMatching contributions to our retirement program up to 6%Commitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkThe OpportunityWere 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: Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlinesEnsures 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 teamsReviews current processes of CIRO (formerly MFDA and IIROC) estate settlements and pro-actively make recommendations for improvementEnsures training checklist is up to date and currentProvide regular status and immediately highlights if there are any items in backlog so resources can be allocatedReviews and ensures the following are current: CIRO checklists, departmental procedures and manuals per trustee or regulatory changesActively 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 bulletinsProvide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient serviceResolve problems at first point of contact where possibleRequirementsFluency (written and spoken) in English and French is required Minimum of 2-5 years financial industry experience,in Estates Must have estate processing experience for rules for the CRAPost-secondary educationIndustry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations preferredPro-active in problem solving with strong analytical skills, presenting recommendations for review and implementationExtremely detail oriented and accurate with a focus on quality assuranceAbility to work independently and in a team environmentOutstanding customer service focusExcellent time management and organizational skills with the ability to work well under pressure and meet time deadlinesIntermediate to advanced computer skills in Word, Outlook, Excel- intermediateExperience with Dataphile is an asset