Client Service Associate, Estates Administrator

About Nicola Wealth

Nicola Wealth is proud of our sophisticated financial planning, diversified private investment funds, exceptional performance, 98% client retention rate and award‑winning culture. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values while growing significantly.

Purpose of the Role

The Client Service Associate, Estates Administrator provides expertise, guidance and high‑level administrative support to our Private Wealth Team as they work directly with clients undergoing estate settlements. This hybrid role is based in our Toronto or Vancouver offices.

Core Responsibilities

• Review client holdings in investment accounts and determine requirements to settle estates and death claims.
• Liaise with investment custodians and insurance carriers to disburse funds, prepare account applications, transfer documentation and other related forms when necess...