Associate Estate Settlements

POSITION SUMMARY

We are seeking a dedicated and collaborative team player who thrives in a fast-paced, multi-system environment and is committed to delivering exceptional client experience. The Estate Associate serves as a single point of contact for both internal and external clients, providing timely, accurate, and professional support through phone, email, and written correspondence regarding deceased IGM clients. This role involves managing a range of estate-related activities, including handling client notifications, processing requests, completing account valuations (including capital gains and losses), understanding and communicating tax reporting requirements, and providing guidance on policies and procedures. The ideal candidate demonstrates strong attention to detail, sound judgment, and a consistent commitment to quality, along with a genuine desire to support clients and ensure a positive experience in all interactions. 

DUTIES INCLUDE ...