Estates Specialist - St. Catharines
1 month ago

Job summary
We are looking for an Estate Specialist to join our team. As an Estate Specialist you will be responsible for managing all aspects of Meridian's estate management and tax reporting.Responsibilities
- Manage all aspects of Meridian responsibilities relevant to estate management and tax reporting.
- Respond to inquiries from external agencies such as solicitors, trustees beneficiaries, mutual fund companies and Aviso.
- Create a consistent and positive experience for our partners and our Members.
Job description
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