Associate Estate Settlements

DEPARTMENT SUMMARY:

 The Estates team in Wealth Management delivers critical administrative and servicing support to Advisors, Clients, assistants, Specialists and other internal partners and external contacts on business matters and products relating to a deceased IGM client.

POSITION SUMMARY

We are seeking a dedicated and collaborative team player who thrives in a fast-paced, multi-system environment and is committed to delivering exceptional client experience. The Estate Associate serves as a single point of contact for both internal and external clients, providing timely, accurate, and professional support through phone, email, and written correspondence regarding deceased IGM clients. This role involves managing a range of estate-related activities, including handling client notifications, processing requests, completing account valuations (including capital gains and losses), understanding and communicating tax reporting requirements, and providing guidance on policies and procedures. The ideal candidate demonstrates strong attention to detail, sound judgment, and a consistent commitment to quality, along with a genuine desire to support clients and ensure a positive experience in all interactions. 

DUTIES INCLUDE 

• Deliver a seamless client experience by responding to inbound phone calls and email inquiries from consultants, clients, and other institutions, always prioritizing the client’s best interests.


• Ensure consistent, reliable, and transparent service by handling inquiries with professionalism, finding appropriate solutions to client issues, and meeting established quality standards. 


•  Add value through strong knowledge of policies, procedures, and systems, while proactively communicating updates and improvements to business processes.


• Contribute to individual and team development by participating in meetings, applying call quality feedback, supporting training initiatives, and sharing insights on business needs and service enhancements.


• Champion transformation efforts by supporting modernization initiatives, embracing new tools and processes, and encouraging adoption across teams, consultants, and clients.


• Support operational excellence through involvement in continuous improvement initiatives, special projects, and departmental assignments. 

QUALIFICATIONS:

• Minimum of 1–2 years of experience in the investment or financial services industry. 


• Strong verbal and written communication skills.


• Knowledge of mutual funds and the financial industry is considered an asset. 


• Excellent telephone etiquette with a strong client-focused, customer service mindset.


• Knowledge of estate tax is an asset. • Proficient in Microsoft Office applications, including Outlook, Excel, Word, and Teams.


• Demonstrated analytical thinking, problem-solving, and sound decision-making abilities across a variety of situations. 


• Highly detail-oriented with a strong focus on accuracy and the ability to perform effectively in a deadline-driven environment. 


• Ability to manage multiple priorities and adapt to changing demands demonstrating a growth mindset. 


• Strong organizational, interpersonal, and time-management skills. 


• Bilingualism in French is an asset 

WE OFFER:

• Hybrid and remote work flexibility 


• Three weeks of vacation, plus up to 10 paid personal/wellness days annually


•  A customizable health benefits plan tailored to individual needs


• Defined contribution pension plan and employee share purchase program


•  A comprehensive health and wellness program supporting physical, mental, social, and financial well-being


• Paid volunteer time (up to 2 days per year) to support community involvement 


• Supportive leadership focused on coaching, growth, and development opportunities


•  A collaborative and dynamic workplace that encourages learning and teamwork


• A culture that recognizes and celebrates achievements and milestones 


• Casual dress policy


• Financial support for industry-related courses and professional certifications 


•  Access to telemedicine services 


• Transit subsidies 

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