Regional Estate

3 months ago

Edmonton, Canada Scotiabank Full time

Requisition ID: 207322

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Scotiatrust Regional Estate & Trust Administrator**

As a Scotiatrust Regional Estate & Trust Administrator, you are responsible for providing Estate & Trust Consultants (ETCs) with the support they require to drive new business and advisor engagement within their regions, while maintaining a high level of client service, quality control and operational efficiency. You will perform a variety of functions towards that end, mostly dedicated to particular ETCs but working as part of a team that may require his/her support across several different ETCs / Regions at different points in time.

**Is this role right for you? In this role, you will**:

- Support ETC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked within Salesforce; providing reporting and/or directing leaders and advisors towards reporting around leads; liaising with the planning teams and Total Wealth Managers (TWMs) to ensure they have whatever data they require to incorporate estate and trust planning into total wealth proposals.
- Support the ETC sales process. This includes file preparation (paper or digital) prior to discovery meeting with the client, which may include requesting the completion of the Estate Planning Questionnaire, copies of existing planning documents, as well as summaries of current financial holdings and any available beneficiary designations. Also includes preparing all necessary new business documentation, which may include fee agreements (paper or digital) as well as any account opening documentation where and when required. Assists the ETC by sending correspondence to law firms, perform follow-up with lawyers and clients.
- Provide quality assurance support that helps ETCs ensure their new business is submitted in good order. This includes ensuring that all documentation (original Will, Powers of Attorney, etc.) and reporting is completed accurately, in full, and on time. Support the ETCs on immediate fee reporting.
- Facilitate business development and advisor education opportunities. Schedules/confirms client appointments, including confirming road trips and meeting room logistics; assists the ETC to prepare for seminars/webinars - i.e. organizing, registering participants, managing logistics, liaising with presenters and directing advisors to available resources (internal marketing content, etc.)
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champion a high-performance environment and contributes to an inclusive work environment.

**Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**:

- Strong analytical, organizational, communication and interpersonal skills
- proficiency with Outlook, MS WORD & TEAMS, Excel, PowerPoint & Salesforce
- University degree or equivalent
- Knowledge of the Estate & Trust and/or wealth management industry
- Industry accreditation (Certificate in Estate and Trust Administration) would be an asset
- Working knowledge of legal documents such as Wills, Trust Deeds and Powers of Attorney is an asset
- Bilingualism (English-French) is an asset
- High attention to detail and solid follow-through capabilities
- Ability to prioritize several requirements at once and while under pressure
- Excellent team player with the ability to work independently
- Demonstrated initiative, pro-activity and sense of responsibility
- Dedicated to service excellence for internal and external clients
- Ability to effectively manage change

Location(s): Canada : Alberta : Edmonton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

  • Maintenance Worker

    5 months ago

    Edmonton, Canada Langier Real Estate Developments Full time

    Langier Real Estate Developments Ltd. is an integrated real estate firm in Edmonton Alberta that is actively engaged in real estate construction, property management, acquisition, leasing and development in the Edmonton region with over $425 Million dollars worth of development and transaction experience. Langier Real Estate Developments currently oversees...

  • Maintenance Worker

    2 months ago

    Edmonton, Canada Langier Real Estate Developments Full time

    Langier Real Estate Developments Ltd. is an integrated real estate firm in Edmonton Alberta that is actively engaged in real estate construction, property management, acquisition, leasing and development in the Edmonton region with over $425 Million dollars worth of development and transaction experience. Langier Real Estate Developments currently oversees...

  • Property Cleaner

    2 months ago

    Edmonton, Canada Langier Real Estate Developments Full time

    Langier Real Estate Developments Ltd. is an integrated real estate firm in Edmonton Alberta that is actively engaged in real estate construction, property management, acquisition, leasing and development in the Edmonton region with over $425 Million dollars worth of development and transaction experience. Langier Real Estate Developments currently oversees...

  • Property Cleaner

    5 months ago

    Edmonton, Canada Langier Real Estate Developments Full time

    Langier Real Estate Developments Ltd. i an integrated real estate f m in Edmo - n Alberta t - is actively enga - in real es ate construction, property man - ment, acquisition, ing and dev - pment in the Edmonton region - th over $425 Million dollars worth of devel ment and transaction e - rience. Langier Real Esta Developments currently ove - Cleaning...

  • Property Cleaner

    6 months ago

    Edmonton, Canada Langier Real Estate Developments Full time

    Langier Real Estate Developments Ltd. is an integrated real estate firm in Edmonton Alberta that is actively engaged in real estate construction, property management, acquisition, leasing and development in the Edmonton region with over $425 Million dollars worth of development and transaction experience. Langier Real Estate Developments currently oversees...

  • Property Manager

    6 months ago

    Edmonton, Canada Langier Real Estate Developments Full time

    Langier Real Estate Developments Ltd. / MyVic Property Management is an integrated real estate firm in Edmonton Alberta that is actively engaged in real estate property management, acquisition, leasing and development in the Edmonton region with over $425 Million dollars worth of development and transaction experience. Langier Real Estate Developments...

  • Real Estate Salesperson

    5 months ago

    Edmonton, Canada MaxWell Realty Inc. Full time

    Our market is rapidly expanding! Our office has more leads than we can handle (our current agents literally can't keep up)! We are a technology-driven real estate company with an aggressive internet lead generation system and we are one of the fastest growing real estate companies in America. WHAT KIND OF PERSON ARE YOU? - Are you a self-starter who wants...

  • Real Estate Sales Associate

    6 months ago

    Edmonton, Canada MaxWell Realty Inc. Full time

    Fantastic opportunity here in local Real Estate! We are looking for a go-getter Real Estate Sales Associate! Want to make a lot of money and work with talented people? Love helping people find the home of their dreams? So do we! We are looking for a motivated real estate sales agent who is passionate about making the home selling/buying experience as great...

  • Real Estate Sales Specialist

    6 months ago

    Edmonton, Canada MaxWell Realty Inc. Full time

    Fantastic opportunity here in local Real Estate! We are looking for a go-getter Real Estate Sales Agent! Want to make a lot of money and work with talented people? Love helping people find the home of their dreams? So do we! We are looking for a motivated real estate sales agent who is passionate about making the home selling/buying experience as great as...

  • Real Estate Sales Professional

    2 weeks ago

    Edmonton, Alberta, Canada MaxWell Realty Inc. Full time

    Unlock Your Potential in Real EstateAs a successful Real Estate Associate at MaxWell Realty Inc., you'll have the opportunity to excel in a dynamic and hyper-successful team. Our company is built on the principles of honesty, transparency, and knowledge, making us the preferred choice for top-tier local real estate services.We're seeking a motivated and...

  • Real Estate Salesperson

    5 months ago

    Edmonton, Canada MaxWell Realty Inc. Full time

    Our team is looking for self-motivated, ambitious Sales Agents to join us! We want to help YOU build your career! We pride ourselves on providing proven systems to our agents that will ensure their success. This rewarding, full-time position provides agents with a fantastic opportunity to do what they love, which is helping clients find and buy the home of...

  • Practice Lead, Estate and Trust Consultant

    3 months ago

    Edmonton, Canada Scotiabank Full time

    Title: Practice Lead, Estate and Trust Consultant - Western CanadaRequisition ID: 201106Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Is this role right for you?As the Practice Lead, Estate and Trust Consultant, you will be accountable for the effective delivery of the solutions offered by Scotiatrust...

  • Regional Admininstrator

    2 months ago

    Edmonton, Canada Mainstreet Equity Corp Full time

    **Job description**: **Position Title: Regional Administrator** **Position Type: Full-Time Permanent** **Location: Edmonton, AB** **Benefits**: **50% Rental Discount** **Company Paid Dental, Vision and Health Care Benefits (including family)** **Group Benefits - AD&D, Short & Long Term Disabilities, Life insurance (including family)** **Opportunity for...

  • Real Estate Sales Professional

    1 month ago

    Edmonton, Alberta, Canada MaxWell Realty Inc. Full time

    About the RoleAre you a driven individual with a passion for helping others achieve their goals?We're seeking a skilled Real Estate Sales Agent to join our team at MaxWell Realty Inc. As a Sales Agent, you will be responsible for consistently following up with leads, supervising the closing process, and prospecting for new business opportunities. You will...

  • Property Administrator

    2 weeks ago

    Edmonton, Canada Langier Real Estate Developments Full time

    Langier Real Estate Developments Ltd. / MyVic Property Management is an integrated real estate firm in Edmonton Alberta that is actively engaged in real estate property management, acquisition, leasing and development in the Edmonton region with over $425 Million dollars worth of development and transaction experience. Langier Real Estate Developments...

  • Property Administrator

    6 months ago

    Edmonton, Canada Langier Real Estate Developments Full time

    Langier Real Estate Developments Ltd. / MyVic Property Management is an integrated real estate firm in Edmonton Alberta that is actively engaged in real estate property management, acquisition, leasing and development in the Edmonton region with over $425 Million dollars worth of development and transaction experience. Langier Real Estate Developments...

  • Real Estate Sales Specialist

    2 months ago

    Edmonton, Canada MaxWell Realty Inc. Full time

    Our market is rapidly expanding! Our office has more leads than we can handle (our current agents literally can't keep up)! We are a technology-driven real estate company with an aggressive internet lead generation system and we are one of the fastest growing real estate companies in America. WHAT KIND OF PERSON ARE YOU? - Are you a self-starter who wants...

  • Real Estate Sales Associate

    5 months ago

    Edmonton, Canada MaxWell Realty Inc. Full time

    Our market is rapidly expanding! Our office has more leads than we can handle! We are a technology-driven real estate company with an aggressive internet lead generation system and we are one of the fastest growing real estate companies in Alberta. WHAT KIND OF PERSON ARE YOU? - Are you a self-starter who wants to build a career... and not just get a job?...

  • Real Estate Sales Specialist

    5 months ago

    Edmonton, Canada MaxWell Realty Inc. Full time

    Our team is looking for self-motivated, ambitious Sales Agents to join us! We want to help YOU build your career! We pride ourselves on providing proven systems to our agents that will ensure their success. This rewarding, full-time position provides agents with a fantastic opportunity to do what they love, which is helping clients find and buy the home of...

  • Legal Assistant

    6 months ago

    Edmonton, Canada Ogilvie LLP Full time

    **CAREER OPPORTUNITY** **LEGAL ASSISTANT - Real Estate (Junior)** Ogilvie LLP currently has one opening for a full-time Legal Assistant. 1400 Canadian Western Bank Place 10303 Jasper Avenue Edmonton, Alberta T5J 3N6 - **ABOUT OGIVLIE LLP**_ Ogilvie was built in 1920 on a tradition of building relationships and working alongside our clients, and that is...