Estates Specialist - 6 Month Contract

Description

Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here: 

As an Estates Specialist:

You will be reporting to the Manager, Estates and act as a key member of the Retail and Wealth Operations team who will contribute to Meridian’s overall Meridian For Good Strategy. You will assume responsibility for the review, preparation, settlement and taxation filing of Meridian Estate accounts and administration.

The candidate will be proactive, forward thinking, collaborative, resourceful and influential. They are responsible for maintaining high standards of Member service, contributing to quality control and operational efficiency within Wealth that contr...