Estate and Trust Analyst

5 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 200996

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 Analyst to join our team.

As an Estate and Trust Analyst, you will be responsible for the administration and settlement of estates.

**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

**Do 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

Location(s): Canada : Ontario : Ottawa

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.

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