Bilingual Estates Administrator - Montreal

Only for registered members Montreal, Canada

1 week ago

Default job background
Full time

Job summary

Aviso Wealth is looking for a Bilingual Estate Administrator to join its Operations Team.

Responsibilities

  • Performs estates settlements, journal processing, issuance of tax documents for estates accounts
  • 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.

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