Nominee Estate Specialist

Description

We are seeking a highly skilled and detail-oriented Estate Specialist to join our team.  The ideal candidate will have some experience in estate administration and trust settlement.  Ability to learn new tasks quickly and work well individually and with the team.  Good communication skills with the ability to convey complex information clearly and concisely.

Responsibilities: 

• Engage with advisors/clients through various communication methods in a professional and supportive manner
  
  
• Verification of documents
  
  
• Identify potential issues or missed items on the documents and help find a solution to process the estate claim as efficiently as possible
  
  
• Process of high dollar estate files:
  
  
  • High dollar Redemptions or transfers of various products held in the account (mutual funds, GICs, segregated funds, exchange traded funds) understand CRA administration guidelines
    
    
  • Process payment of funds if applicable to the beneficiaries/assignees
    
    
• Provide updates to our clients/advisor about document status via email.
  
  
• Escalate issues on a priority basis to ensure we meet SLAs
  
  
• Stay updated on changes in our procedures and participate within our daily DMS meetings
  
  
• Good understanding for Estate guidelines for each provincial legislation
  
  
• Self regulate and manage daily workloads
  
  

Qualifications: 

• Minimum of 2-3 years experience in estate administration or trust settlement or a related discipline of relevant experience
  
  
• Excellent communication and interpersonal skills
  
  
• Previous experience working for a mutual fund dealership, fund company or branch office is an asset.
  
  
• Must demonstrate the INVESTIA behaviours
  
  
• Completion of IFIC Operations course a definite asset.
  
  
• detail-oriented with a high level of accuracy and professionalism
  
  
•  Manage inquires and questions from advisors
  
  
• Must be able to work in a fast-paced environment where multi-tasking, attention to detail, organization and prioritization skills are a definite requirement
  
  
• A team player with demonstrated collaboration skills
  
  
• Overtime during peak volumes will be a requirement
  
  
• Bilingual is an asset