Estates Specialist FCC (Secondment)
$58,240–$83,200 year
HybridMississauga, Ontario, Canada
EXPIREDMississauga, Ontario, CanadaHybridFull Time$58,240–$83,200 yearFINANCEMedium
Full TimeMediumFINANCE
Job Summary
Administer estate cases by managing initial death notifications, partial or total disbursements, and residuals while requesting and reviewing documentation for completeness. Provide excellent customer service to internal and external clients, collaborate with other departments on case pieces, and handle timely escalations. Assist with creating and delivering estate tax slips, review and update documentation, and identify process enhancements to implement system improvements. Work on a hybrid schedule in Toronto until late 2026, with an official end date of September 1st, 2027.
Required Qualifications
- Current Work Authorization
- 2 - 3 years of experience in operations or customer service processing
- Post Secondary Education
- Accurate and detail oriented
- Excellent interpersonal and communication skills (verbal and written)
- Excellent problem-solving skills
- Strong analytical, organizational and time management skills
- Ability to multi-task, work well under pressure and meet deadlines
- Proficiency in MS Office (Word, Excel, etc.)
Desired Qualifications
- Work within the financial industry
- an asset
- Estate & Trust Administration course
- an asset
- Bilingual
- an asset
- In-depth knowledge of estates and related legislation
- an asset
- Knowledge of Broadridge's Dataphile platform
- an asset
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