Estates Specialist FCC (Secondment)

Location: Hybrid office schedule in Toronto at 483 Bay Street, moving to the Mississauga office at 3 Robert Speck Parkway in approximately late 2026. Current Canadian work authorization is required.

Salary: CAD 28.00–40.00 per hour, based on experience and qualifications.

Company

Independent clearing broker and custodian providing trade execution, clearing, custody, and back-office support to Canadian brokerage firms and portfolio managers.

What you will do

• Administer client estate cases from initial notification of death through partial or full disbursements and estate residuals.
• Request and review documentation, follow up on incomplete files, and suggest appropriate alternatives when documents are unavailable.
• Own estate cases, deliver high-quality service, coordinate with internal departments, and escalate matters in a timely manner.
• Assist with preparing and delivering estate tax slips and provide backup support for other estate functions.
• Review and update documentation, support projects, and identify process and system enhancements.
• Investigate non-standard inquiries and issues and propose practical solutions.

Requirements

• 2–3 years of experience in operations or customer service processing, ideally within an estates group.
• Post-secondary education or equivalent experience.
• Accurate, detail-oriented, analytical, organized, and able to manage multiple deadlines under pressure.
• Strong interpersonal, written, verbal communication, problem-solving, and time-management skills.
• Proficiency in Microsoft Office, including Word and Excel.
• Current Canadian work authorization and ability to work on the required hybrid office schedule.

Nice to have

• Experience in the financial industry.
• Estate and Trust Administration coursework.
• Bilingual communication skills.
• In-depth knowledge of estates and related legislation.
• Knowledge of Broadridge Dataphile.

Culture & Benefits

• Fixed-term contract/secondment with an official end date of September 1, 2027.
• Flexible hourly compensation model aligned with experience and qualifications.
• Collaborative environment focused on compliance, best practices, risk mitigation, and client needs.
• Inclusive workplace with accommodation available during the application process.
• Recognized as an employer in financial services, workplace inclusion, mental wellness, and family-friendly employment.