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 independentlyRequirements:• Bilingual proficiency in English and French, both spoken and written• 2-5 years experience in the estates sector• Understanding of CIRO, CRA, and RQ regulations• Intermediate proficiency in Microsoft Word, Outlook, and Excel• Excellent attention to detail and organizational skillsJoin a reputable organization and excel in a role that combines customer service and financial expertise as a Bilingual Estates Specialist.#J-18808-Ljbffr
Toronto Bilingual Estates Specialist Role
BEYOND BILINGUAL INC.
toronto, toronto
Published 20 days ago
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