First - level supervisor at Celestica supervising employees and ensuring routine work processes. Overseeing annual plans/objectives, budgets, and employee performance in Chonburi region.
About the role
- Estates Administrator managing client estate accounts with a focus on service excellence at Aviso Wealth. Collaborating with Operations team to enhance processes and client experiences.
Responsibilities
- Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
- Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)
- Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams
- Reviews current processes of CIRO (formerly MFDA and IIROC) estate settlements and pro-actively make recommendations for improvement
- Ensures training checklist is up to date and current
- Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
- Reviews and ensures the following are current: CIRO (formerly MFDA and IIROC) checklists, departmental procedures and manuals per trustee or regulatory changes
- Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins
Requirements
- Post-secondary education
- Minimum of 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
- Industry knowledge of CIRO (formerly MFDA and IIROC), CRA and RQ rules and regulations preferred
- Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
- Extremely detail oriented and accurate with a focus on quality assurance
- Ability to work independently and in a team environment
- Outstanding customer service focus
- Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
- Intermediate to advanced computer skills in Word, Outlook, Excel
- Experience with Dataphile is an asset
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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