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Stacey Danley at Aplin has partnered with our client, a Winnipeg-based wealth management firm, to recruit an experienced Senior Estates Administrator. Are you an expert in estate administration who thrives on precision, organization, and client service excellence? This is your chance to join a high-performing wealth management team in a senior capacity—where your knowledge of estate settlement procedures and your knack for navigating complex client needs will truly make an impact.
Benefits and Perks:
- Competitive Salary – Based on experience
- Comprehensive Employer-Paid Benefits
- Pension Plan & Profit-Sharing
- Wellness Account & Gym Membership
- Educational Support & Professional Development
- Free Parking
- Hybrid Work Option – 20% work-from-home
What You’ll Do
- Oversee the full estate processing lifecycle—reviewing documents, validating beneficiary details, and liaising with legal representatives.
- Lead estate account openings and transitions, ensuring all forms and compliance requirements are met.
- Process payments, deposits, and asset transfers with accuracy and efficiency.
- Maintain meticulous client records and ensure data integrity across CRM and portfolio management systems.
- Prepare and review client statements and estate reports in collaboration with portfolio managers.
- Respond promptly and professionally to client and advisor inquiries.
- Identify opportunities to streamline processes and enhance client experience.
- Contribute to special projects as the role evolves.
What You Bring
- Proven experience in estate administration within wealth management or financial services.
- Solid understanding of estate settlement procedures, trust administration, and compliance requirements.
- Strong problem-solving skills, attention to detail, and a proactive mindset.
- Excellent interpersonal, communication, and organizational abilities.
- Proficiency with Microsoft Office
- Post-secondary education in finance, business administration, or a related field (specialized estate training or certifications are a plus).
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.