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Client Service Associate, Estates AdministratorNicola Wealth · Vancouver, BC or Toronto, ON
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Nicola Wealth

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Client Service Associate, Estates Administrator

🗓️ Posted 2026-08-28 Vancouver, BC or Toronto, ON Hybrid Banking Financial Services
💰 Salary 4,250 CAD–5,417 CAD/mo (51,000 CAD–65,000 CAD/yr) 📊 Market 4,500 CAD–6,500 CAD/mo

About the Company

Wealth management beyond stocks and bonds. Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately 16.8 billion of assets under management as of Jan 1, 2025. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. Financial Services Specialties: Integrated Wealth Planning, Investment Management, Tax Planning, Risk Management, Estate Planning

Responsibilities

  • ● About Nicola Wealth:
  • ● We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.
  • ● By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk Purpose of the Role:
  • ● The Client Service Associate, Estates Administrator provides specialized estate settlement expertise , guidance, and operational support to the Private Wealth Team and clients navigating complex estate matters. This role manages and coordinates the end-to-end estate settlement process, working closely with executors, beneficiaries, advisors, and external and internal partners to deliver a seamless, client- centered experience during one of the most significant and challenging life events.
  • ● Core Responsibilities:
  • ● Review client holdings in investment accounts and determine requirements to settle estates and death claims.
  • ● Act as operational liaison with custodians, insurance carriers, and external partners to facilitate estate settlements, resolve complex issues, and ensure consistent execution of estate-related transactions.
  • ● Communicate with executors and clients directly to facilitate the execution of settlement.
  • ● Provide support and guidance on estate settlement matters, proactively identifying risks and escalating issues as needed to support SLAs and successful client outcomes.
  • ● Process beneficiary change requests and POA updates as needed.
  • ● Work in partnership with the Private Wealth team to provide expertise and create a seamless client experience.
  • ● Collaborate with the reporting team to provide final statements.
  • ● Finalize tax receipts issued for settlement.
  • ● Maintain accurate client and estate records within firm systems and contribute to the ongoing adoption and optimization of case management and workflow tools.
  • ● Deliver a high level of end-to-end personalized client service.
  • ● Utilize knowledge and expertise with estate settlement to identify opportunities for improvement to existing processes.
  • ● Required Skills & Qualifications:
  • ● + years of related experience.
  • ● Undergraduate degree or related financial services designation is an asset.
  • ● A strong understanding of registered plans in relation to the estate settlement process.