Overview
Bilingual Specialist Estate Accounts Jobs in Toronto, Canada at Aviso Wealth
Position: Bilingual Specialist for Estate Accounts
Take on a vital role at Aviso as a Bilingual Estates Specialist in the Operations team, where you will manage client estate accounts and ensure compliance with regulations. Proficiency in French and English is essential.
As a Bilingual Estates Specialist, you will oversee the review, preparation, and settlement of estate accounts, alongside taxation filings.
Your role is pivotal in achieving service level agreements while fostering relationships with partners to resolve issues. With more than five years of experience in the financial sector, particularly in Estates, you will bring valuable insight and operational expertise.
Key Responsibilities:
• Execute estate settlements and related journal processing
• Issue and verify tax documents for accuracy
• Collaborate with teams to provide excellent service
• Make recommendations for enhancing current processes
• Stay updated on relevant regulations and participate in meetings
Requirements:
• Educational qualifications in a relevant discipline
• Minimum 5 years of experience in financial services
• Proficient problem-solving and analytical skills
• Very high attention to detail
• Bilingual in English and French, both written and spoken
Utilize your bilingual capabilities and operational skills to succeed in your role as a Bilingual Estates Specialist at Aviso.
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Title: Bilingual Specialist Estate Accounts
Company: Aviso Wealth
Location: Toronto, Canada
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