Estate and Trust Administrator, Md Private Trust

5 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 192535

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

The Estate and Trust Administrator provides administrative support to MD Private Trust Central Administration ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high standards of client service, quality control and operational excellence.

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

- Assess daily workloads to determine priorities
- Completes daily mail digitization & filing
- Request cheques, set-up payments to clients
- Maintains a high level of communication with Officers, Administrators & Tax Specialist (TS) on estate and trust administration issues.
- Recognizes and elevates administrative issues for resolution to minimize risk exposure
- Completes tasks with accuracy, first time right
- Prepares account opening, initial set up of document files and on-going maintenance activities for estate and trust accounts, including closing of accounts
- Obtains documents, including notarial copies of Wills, Declarations of Transmission, Death Certificates, as required
- Mails letters and documents with enclosures
- Prepares payments and deposits for accounts
- Assists with Centralized T3 Tax Season - Coordinates filing of returns including payments to various tax agencies, updates to various reports including tax monitors
- Manage documents and correspondence for Estates & Trusts including filing
- Support centralized wills bank, incoming/outgoing

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

- STEP Canada - Certificate in Estate and Trust Administration Level 1 is considered an asset
- 2 years related experience in financial services (preferred)
- Ability to interpret legal documents
- Excellent organizational and priority setting skills
- Exceptional ability to manage multiple priorities and meet deadlines
- High attention to detail and strong follow through capabilities
- Ability to adapt to change
- Excellent spoken and written communication skills
- Bilingualism (English / French) is considered an asset

**What's in it for you?**
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
- An organization committed to making a difference in our communities
- for you and our clients
- An inclusive working environment that encourages creativity, curiosity and celebrates success
- Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device

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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