Complex Account & Estate Service Specialist

We are seeking a Complex Account & Estate Service Specialist to support Investment Advisors and their teams with end-to-end service to assist, create efficiencies and making tasks easier on Complex & Estate Accounts.

Requirements

• In depth knowledge of regulatory requirements (KYC/AML/QI/FATCA/CRS) to review, verify, and validate client documentation and data.
• Strong written and verbal communication skills in both English and French.
• Proven working experience working with account opening in Wealth Management.
• Strong understanding of opening Complex Account and Estate Accounts.
• Strong skills working with business applications/technology, including Microsoft Office Suite.
• Proven relationship management and analytical skills.
• Able to build trust in relationships with others by consistently demonstrating integrity and professional competence.
• Committed on helping RWL Advisors achieve goals for their clients.
• Strong prioritization skills that create balance between short- and long-term needs.
• Outstanding time management that aligns commitments to priorities.
• Proven experience in preparing and presenting materials to a wide range of audiences.