Work as a Bilingual Estates Specialist for a prominent wealth management organization in Toronto, ON. Enjoy a hybrid work environment and flexible hours while focusing on client's financial well-being.
In this full-time permanent role, you will utilize your bilingual skills and at least 2-5 years of experience in the financial industry. Your expertise in estate processing, along with solid analytical skills, will help you provide top-notch service while adhering to CRA and regulatory guidelines.
Key Responsibilities:
• Oversee estate processing in line with CRA regulations
• Provide superior service and support to clients
• Analyze client needs and develop appropriate recommendations
• Maintain accuracy and high-quality standards in documentation
• Collaborate effectively with team members and work independently
Requirements:
• Bilingual proficiency in English and French, both spoken and written
• 2-5 years experience in the estates sector
• Understandi...