Join a leading wealth management firm as a Full-Time Bilingual Estates Specialist in Vancouver. This hybrid role requires expertise in estates and fluency in both English and French.
Experience a supportive environment focused on improving financial well-being for clients. The position includes flexible work shifts and a strong emphasis on quality assurance in estate processing. Ideal for those with 2-5 years in the financial industry.
Key Responsibilities: • Process estates with a focus on accuracy and quality • Solve client problems through analytical approaches • Ensure all documentation is compliant with CRA regulations • Manage independent and team-based tasks effectively • Commit to delivering excellent customer care
Requirements: • Fluency in English and French, both verbal and written • 2-5 years of relevant financial industry experience • Familiarity with estate processing and CRA rules ...