Estate and Trust Analyst
2 weeks ago
Is this role right for you?
In this role you will: Determine documentation requirements specific to each product held Communicate documentation requirements and MD procedures to regional MD staff or directly to external executors and their agents (i.e., lawyers and accountants) as required Review legal documentation to ensure it is compliant Liaise with Compliance, Legal and Registration, Taxation, Technology and Operations when required Open and maintain estate accounts and prepare documentation Communicate with external financial institutions with respect to their own estate documentation requirements Assist with educating regional staff on the estate process Respond to inquiries to resolve estate issues of executors and estate professionals Be responsible for maintaining a follow-up system for estate cases/issues to ensure established SLA standards are being met Analyze each estate to determine specific tax consequences outlined under the Income Tax Act for the completion of T4RSP, T4RSP, RC249, T4A, RL2 and NR4 tax slips Calculate amounts subject to income tax on the above slips to ensure compliance with tax regulationsDo you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:
3-5 years' experience in the financial services industry Thorough understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable tax-related issues is an asset Bilingualism (English/French) is preferred A focus on client service Solid organizational skills Excellent communication skills Demonstrated initiative, resourcefulness, and flexibility The ability to work effectively and collaboratively within a team Strong attention to detail Sound capacity to assess, develop and monitor complex processes An ability to manage multiple priorities in a fast-paced environment-
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Ottawa, Ontario, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Estate and Trust...
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