Stacey Danley at Aplin has partnered with our client, a Winnipeg-based wealth management firm, to recruit an experienced Senior Estates Administrator. Are you an expert in estate administration who thrives on precision, organization, and client service excellence? This is your chance to join a high-performing wealth management team in a senior capacity—where your knowledge of estate settlement procedures and your knack for navigating complex client needs will truly make an impact.

• Oversee the full estate processing lifecycle—reviewing documents, validating beneficiary details, and liaising with legal representatives.
• Lead estate account openings and transitions, ensuring all forms and compliance requirements are met.
• Process payments, deposits, and asset transfers with accuracy and efficiency.
• Maintain meticulous client records and ensure data integrity across CRM and portfolio management systems.
• Prepare and review client statements and estate reports in collaboration with portfolio managers.
• Respond promptly and professionally to client and advisor inquiries.
• Identify opportunities to streamline processes and enhance client experience.
• Contribute to special projects as the role evolves