Estate Specialist - Kitchener, Canada - Kindred Credit Union Limited

Kindred Credit Union Limited

Verified Company

Kitchener, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You're invited to make a difference as a
full time Estate Specialist.

This is a hybrid position.

At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

Serving with empathy and compassion, the Estate Specialist will manage the relationship between Kindred and the estate trustee(s) in the disposition of assets of deceased members, and administer estate files maintaining high standards for service, compliance, and control.

Key Responsibilities:

Liaises with branch and wealth colleagues to provide a holistic estate experience to members (Estates representatives, beneficiaries, lawyers and accountants) during the life cycle phases of estate notification through to estate settlement.
Reviews all newly notified and ongoing estate files and takes appropriate followup.
Communicates effectively and in a timely way with internal and external stakeholders.
Accurately completes transactions and documentation following internal processes and external regulations, while mitigating potential risks.
Proactively identifies business development opportunities, including referring estate representatives and beneficiaries to the Wealth team
Collaborates in the development of procedures, job aids, process improvement, to ensure efficiency, consistency, transparency, and compliance in work processes.

What to bring

Plus, you bring your qualifications and experience:

Post-secondary education in a related field (eg. accounting, finance, business)
34 years of experience in financial services
Experience selling mutual funds
Strong teamwork and relationship building skills
Knowledge of Ontario legislation relating to wills, power of attorney, trust and estate laws
Knowledge of registered accounts, beneficiary/ successor designations, and tax impacts
Excellent interpersonal, communication, and organizational skills

Why Kindred

You will be part of a collaborative workplace where you'll be asked to participate in the business and share your voice.

You'll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues.

We believe that your life is bigger than any job, so we'll work together to achieve work-life quality and to care for your overall wellness.

And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff.

When you choose Kindred to further your career, you're joining an engaged workforce at a certified B Corp that is committed to using business as a force for good and acting as an advocate for a Living Wage.

Our comprehensive total rewards package includes: