Step into a rewarding career as a Bilingual Estates Specialist in Montreal with a leading wealth management company. This full-time position values innovation and a client-focused approach.
Candidates should have 2-5 years of experience in the Estates sector and be fluent in both English and French. In this role, you’ll navigate estate processing while ensuring compliance with CRA and CIRO regulations. Your analytical skills will be key to providing thoughtful recommendations and outstanding service.
Key Responsibilities:
• Process estates in line with CRA requirements
• Offer focused customer service and support to clients
• Analyze issues and suggest effective solutions
• Maintain compliance with industry standards
• Collaborate with team members for effective outcomes
Requirements:
• Bilingual fluency in English and French
• 2-5 years’ experience within the financial industry
• Pro-active problem-solving skills
• Detail-oriented with strong organi...