Associate Tax Officer

4 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 182775

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

Job Purpose

The incumbent is responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services at established service quality levels and fee rates in accordance with corporate policy and procedure, the operating document, client needs and current legislation, both in respect of their own designated account load and in respect of the account load assigned to the Senior Trust Officer. This dual role requires that the incumbent possesses sound basic technical knowledge of Estates and Trusts together with experience in the administrative aspects of Estate, Trust and Agency accounts. The ATO has the primary responsibility for managing the client/beneficiary/Co-Trustee relationships in respect of their own designated accounts, which would be limited in number and of average size and may be required to be involved in larger more complex accounts in the role of back up to the Senior Trust Officer.

Key Accountabilities
- Provide personalized service to the clients/beneficiaries at established levels, exemplified by timely and accurate account administration and effective interaction with them, their advisors and where applicable, the Co-Trustees.
- Limit corporate risk exposure by ensuring that account administration is carried out in compliance with defined policies and procedures and audit standards, with particular emphasis on presentations to the Discretionary Powers Committee for guidance and/or approval. Demonstrate understanding of clients/beneficiaries exposure to risk in the context of the account administration and ensure full documentation of our activities relative to the account.
- Create/authorize accurate and timely accounting entries for payments to third parties, realization of assets, fee collection, trading activity, distributions to clients/beneficiaries. Review all account entries and cash positions on a daily basis, taking remedial action where required.
- Prepare/approve detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local/judicial practice and subsequently obtain the approvals of the beneficiaries and/or the Courts to the charging of fees. Provide accurate forecasts as to the amount and collection dates of account fees and provide variance reports where required
- You may be identified as the client’s Primary Relationship Manager (PRM) that is assigned to the Scotiabank Wealth Management Centre professional with the expertise most relevant to the client’s financial priorities. As PRM you will utilize the Financial Planning process to develop an in-depth understanding of your clients needs and will serve as a conduit for referrals to the SWM Team of Experts. You are responsible for developing multiple service client relationships based on formalized client strategies. You will engage and inform the designated Team of Experts as to changes in client information and priorities. As PRM you will maintain SWM service standards regarding proactive contact, central client point of contact for special events, recording and maintaining the Client Contact database and hold and maintain the client’s Financial Plan.
- As a Relationship Manager you are a key member of the Centre’s Team of Experts. You will work closely with the client’s Primary Relationship Manager (PRM) to proactively identify and implement strategies to address client needs. You will actively contribute as a member of the PRM team by updating the PRM/Client Contact database and participating in the client’s annual Financial Plan review process.
- Identify new business opportunities for Scotiabank that may arise in the course of managing client relationships and where applicable assist in the sales and established referral process.

Education/ Experiences
- Successful completion of Canadian Securities Course.
- University Degree or equivalent industry experience.
- Successful completion of three courses towards Member, Trust Institute or Specialist, Trust Institute designation/diploma.
- Thorough knowledge of Trust Accounting Principles.
- Thorough knowledge of Trust Accounting Systems.
- Working knowledge of Personal Trust Policies.
- Thorough knowledge of each Scotia Wealth Management Business Line’s value proposition.
- Thorough knowledge of the full Scotia Wealth Management product and service offering in order to identify opportunities across the Scotia Wealth Management Team of Experts.
- Working knowledge of the products and services offered by Scotiabank (external to SWM) in order to identify and refer clients as appropriate.
- Working knowledge of the Financial Planning processes and tools.

Location(s): Canada : Ontario : Toronto

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 b

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