Regional Estate Specialist

1 month ago

Montreal, Quebec, Canada Scotiabank Full time
Job Title: Regional Estate Specialist

Are you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.

Key Responsibilities:
  • Support the Estate and Trust team in managing client relationships and providing exceptional customer service.
  • Assist in the preparation and submission of estate and trust planning documents, including wills, trusts, and powers of attorney.
  • Provide administrative support to the team, including data entry, filing, and record-keeping.
  • Collaborate with other departments to ensure seamless communication and coordination.
  • Develop and maintain knowledge of estate and trust planning principles and best practices.
Requirements:
  • Strong analytical, organizational, and communication skills.
  • Proficiency in Microsoft Office and Salesforce.
  • University degree or equivalent.
  • Knowledge of the estate and trust industry.
  • Industry accreditation (Certificate in Estate and Trust Administration) is an asset.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for estate and trust planning, we encourage you to apply for this exciting opportunity.

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