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Full-Time Bilingual Estates Specialist

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Beyond Bilingual Inc.
πŸ“ vancouver, Canada
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Location vancouver
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Posted June 01, 2026
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Commute Local Area
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Job Description

Join a leading wealth management firm as a Full-Time Bilingual Estates Specialist in Vancouver. This hybrid role requires expertise in estates and fluency in both English and French.

Experience a supportive environment focused on improving financial well-being for clients. The position includes flexible work shifts and a strong emphasis on quality assurance in estate processing. Ideal for those with 2-5 years in the financial industry.

Key Responsibilities:
β€’ Process estates with a focus on accuracy and quality
β€’ Solve client problems through analytical approaches
β€’ Ensure all documentation is compliant with CRA regulations
β€’ Manage independent and team-based tasks effectively
β€’ Commit to delivering excellent customer care

Requirements:
β€’ Fluency in English and French, both verbal and written
β€’ 2-5 years of relevant financial industry experience
β€’ Familiarity with estate processing and CRA rules
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πŸ“ Location Details

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City
vancouver
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Country
Canada
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Commute
Local Area

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