Our client in the financial services industry is looking for a Tax and Estate Account Administrator r to join their team for a 10 month contract in Markham. This is a hybrid role that is in office 2 days a week.
This role supports the Tax and Estates function by handling a variety of tasks related to estate settlements, tax documentation, and regulatory compliance. The position requires strong attention to detail, a commitment to accuracy, and the ability to navigate sensitive client situations with professionalism. You’ll work closely with internal teams to ensure efficient processes, proper documentation, and timely reporting.
Roles and Responsibilities
Administer estate files from start to finish, including receiving initial notifications, coordinating partial or full estate payouts, and handling residual distributions.
Accurately process all documentation for various account types by following established checklists and verifying information prior to finalizing settlements.
Follow up on any missing or incomplete documentation related to deceased clients and provide suitable alternatives when required documents cannot be obtained.
Execute estate settlements in alignment with internal policies, procedures, and industry best practices.
Support the preparation and distribution of estate-related tax slips, while reviewing and updating associated documents as needed.
Review tax reporting deficiency reports on a set schedule, ensuring data accuracy by coordinating with internal teams to investigate discrepancies and update systems.
Provide support to other areas within the department during peak or cyclical periods.
Qualifications and Skills
Post-secondary education required.
At least 5 years of experience in tax reporting for registered plans within an IIROC or MFDA dealer environment.
Strong proficiency in Microsoft Office, including advanced functions such as lookups, index, mail merge, match, pivot tables, and macros.
Strong communication and organizational abilities.
Exceptional attention to detail with strong analytical and problem-solving skills.
Ability to work effectively both independently and as part of a team.
Familiarity with Dataphile is considered an asset.
Pour vous identifier en tant que conjoint de militaire, veuillez envoyer votre curriculum vitae directement à Militaryfamiles@altisrecruitment.com et indiquer dans votre courriel / lettre d’accompagnement que vous êtes un conjoint de militaire.
Pour toute question concernant cet employeur et le processus de demande d’emploi, veuillez contacter :
613-230-3700
Welcome on behalf on the Altis Recruitment team! Altis has a long-standing business relationship with the Defence community. For more than 30 years, we have been grateful to work alongside the Department of National Defence and countless military professionals. We know that family members of military personnel often make many personal sacrifices to support their loved ones. We understand that it can be difficult to pursue a career when embracing sudden changes like relocation and deployment. For some, this has meant putting a pause on career goals or professional development. We would like to provide you with everything you need for a successful and confident job search – in addition to access to job opportunities. Download the checklists our experts have created to help you be at your best from application to interview.
