Associate, Estate
Core
Administering estate settlements and processing financial transactions for deceased client accounts.
Role type
Associate, Estate Settlements (Financial Operations)
Builds
Estate settlement processes and client account updates
Domain
Wealth Management / Estate Administration
Deliverable
client delivery
Required skills
Financial transaction processing, EFT/wire handling, cash and securities movement, due diligence, documentation management, CRM management, report cleanup, stakeholder coordination
Preferred skills
Registered Products knowledge (RRSP, TFSA, LIRA, LIF, RESP), back-office operations practices, data entry, investing fundamentals
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook), CRMs, internal Back Office systems
Responsibilities
Process cash and securities position movements on deceased client accounts; complete outgoing/incoming EFTs and wires; manage estate mailbox and CRM requests within SLA; conduct due diligence on financial requests; coordinate with internal business units; handle cleanup reports; assist with special projects during peak periods
Seniority
Associate, entry-to-mid level IC