Estates Specialist Jobs
By Aviso Wealth At Toronto, Ontario, Canada
Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams
Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred
Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
Intermediate to advanced computer skills in Word, Outlook, Excel
Manager, Customer Response And Estates Management
By EQ Bank | Equitable Bank At Toronto, Ontario, Canada
Minimum 3 years’ people management experience
Own end-to-end management of the Complaints lifecycle; from complaints reporting, first response, analysis to resolution
Responsible for maintaining an updated centralized complaints repository that can be used for Senior Management and Board-level reporting
Own end-to-end management of Estates Processes: from Estates planning, notification of death, to Estate settlement
Responsible for maintaining an updated centralized Estates repository that can be used for Senior Management and Board-level reporting
Manage team of technical solutions associates; provide training, coaching and feedback; monitor throughput of tickets and complaints closed
Site Manager - River Meadow Estates
By Broadstreet Properties At Winnipeg, Manitoba, Canada
Minimum 3 years of experience in a management role
Manage site office schedule requirements to accommodate walk-in traffic, after-hours showing, payments, and other tenant relations issues
Manage all day-to-day administrative functions in the site office and as directed by Area Manager
Be an active participant in meetings and offer recommendations /ideas on operations and processes
Computer literacy, including effective working skills in MS Word, Excel, and e-mail
Yearly health and wellness benefit