Associate, Estate (Fixed Term)
Core
Administering estate settlements and processing financial transactions for deceased client accounts.
Role type
Associate, Estate Operations
Builds
Estate settlement processes and financial transaction records
Domain
Financial Services / Wealth Management
Required skills
Financial transaction processing, EFT/wire handling, Cash and securities position movement, Due diligence and analysis, Documentation management, CRM management, Report cleanup, Special project support
Preferred skills
Registered Products knowledge (RRSP, RIF, TFSA, LIRA, LIF, RESP), Estate/Death Settlement experience, Back-office operations knowledge, Data entry experience, Investing fundamentals
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Process cash and securities position movements on deceased client accounts; Complete outgoing or incoming EFT and wires; Coordinate with internal business units for death settlements; Conduct due diligence on financial requests; Manage and process requests via Estate mailbox and CRMs; Handle cleanup reports for client information accuracy.
Seniority
Associate, 1-5 years experience