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: About Meridian

 

Our Retail & Wealth Operations Practice:

It is different here. Everyone matters. You can build the career you want, beside people who share the same values, with a common goal to integrate our purpose into everything we do – helping our Members achieve their best life.

We are Member obsessed, placing their needs at the centre of our operations, striving to gain greater understanding from our partners, and demonstrating empathy for what is important in Members' whole lives. This ensuring that Meridian maintains its tradition of exceeding Member expectations.

We thrive through our growth mindset – being adaptive, resilient, resourceful, and creative. Our teams seek and receive feedback to continuously improve, learning from successes and mistakes. We are collaborative, highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion.

Our Retail Operations teams collaborate with our internal partners and align operational strategies and activities to support our Members holistic financial growth. We are driven by Meridian’s vision to be recognized as an inclusive, transparent, and people-focused financial partner.

 

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. They 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 contribute to a positive Member experience.

 

What you will do:

Manage all aspects of Meridian responsibilities relevant to estate management and tax reporting. Respond to inquiries, both via email/fax and phone, from external agencies such as solicitors, trustees beneficiaries, mutual fund companies and Aviso. Responsible for handling the estate phone line, determining the appropriate next steps for each case, provide guidance and advice to the branch staff, and assist them with setting realistic expectations with the trustees. Create a consistent and positive experience for our partners and our Members. Build a culture that marries a focus on compliance, best practices, and risk mitigation with meeting member needs timely and accurately. Take ownership of estate case and collaborate with other departments as needed. Keep abreast of regulatory changes assessing the need to create or update existing policy and procedures. Support development of all Operations staff by proving training opportunities including on-going cross-training and knowledge transfer. Research emerging trends / best practices in the industry to determine implications of proposed solutions. Determine appropriate solution to errors or omissions using established policies, including regulatory requirements and appropriately escalate issues as required. Leverage ongoing analysis regarding Operations / key performance indicators / metrics to highlight trends and make recommendations that will enhance existing systems, processes and / or products and services. Work with your team to update internal procedures as processes change and/or improve. 

 

How you will succeed:

5+ years of experience in the financial services industry Desire for continuous learning and growth: Availability to take external courses to enhance estate knowledge. Knowledge of estate administration, relevant legal documents and / or processes relating to area of expertise. Commitment to values and service excellence Attention to detail and ability to exercise sound judgment mitigating risk to Meridian and Trustees Communicate clearly and professionally, as well as demonstrate empathy Exceptional relationship and communication skills – capable of using written, spoken and interpersonal skills to create clear understanding of expectations; address escalated challenges and issues in reporting areas; and to represent the functional area across the organization. Demonstrate ability and creativity in developing and implementing process improvement initiatives Confident in providing advice and direction including but not limited to deceased member processes, mutual fund transactions and compliance Strong knowledge of computer systems, embracing virtual technology platforms for use with both Member and Meridian partners. Ovation/Encore and Microsoft Office products, and asset.

 

Join us! This role is hybrid. Our offices are located at 3780 Bloor St W, Etobicoke, and 75 Corporate Park Dr, St. Catharines. 

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us.

 

What's in it for you?

We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success. We provide you with the tools and technology needed to delight your candidates and clients. You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world Hybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleagues This isn't your typical "corporate" job. We work hard and we have fun.

 

Our story:

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

 

Our Commitment to You

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

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