Spécialiste – règlement de successions

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Spécialiste – règlement de successions

Toronto
Finance
14780

We are recruiting a specialist who is well versed in estate settlement and who wants to work in Toronto within a large financial investment company!

Permanent position, full time.

Apply now

Responsibilities

  • Check the documents sent by the liquidators / beneficiaries for the processing of estates and follow up on missing documents with the advisor;
  • Support the customer service team to enable agents to provide prompt answers to questions received regarding estates;
  • Work closely with legal and tax departments to provide complete responses and compliant files;
  • Respond by email or phone to questions from representatives received in our case processing system;
  • Ensure the complete processing of inheritance files;
  • Deal with customer / advisor complaints;
  • Communicate regularly with the sales force and other departments related to the processing of estates;
  • Collaborate in the constant improvement of processes and procedures;
  • Ensure daily follow-up of unresolved issues submitted;
  • Inform his coordinator of important problematic files;
  • Assist the DMS and ensure that errors are reported and visible.

Requirements

  • DEC in financial services, administration or a related discipline;
  • 2 years of experience in the same role;
  • Very good knowledge of financial products and services as well as the mutual fund environment; Bilingualism (French and English);
  • Strong analytical skills and enjoys solving problems;
  • Very good customer service;
  • Knowledge of inheritance treatment, taxation or law is a major asset.

Advantages

  • Holidays and days off;
  • Allowance for internet costs;
  • Group Insurance;
  • Discounts on products.

Do you fit the profile? Apply now!

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