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Regional Estate Specialist
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate SpecialistAre 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 ensuring timely...
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Regional Estate Specialist
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate SpecialistAre 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 ensuring timely...
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate SpecialistAre 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 ensuring timely...
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Regional Estate Specialist
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Montreal, Quebec, Canada Scotiabank Full timeAre you looking for a challenging role that will utilize your analytical and organizational skills? We are seeking a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely completion of tasks.Provide administrative support to Estate and Trust...
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Regional Estate Specialist
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleThis is an exciting opportunity to join Scotiabank's Wealth Management team as a Regional Estate Specialist. In this role, you will play a key part in supporting our Estate and Trust Coordinators (ETCs) in their daily activities, ensuring the smooth delivery of estate and trust planning services to our clients.Key ResponsibilitiesSupport ETCs...
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Regional Estate Specialist
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleThis is an exciting opportunity to join Scotiabank's Wealth Management team as a Regional Estate Specialist. In this role, you will play a key part in supporting our Estate and Trust Coordinators (ETCs) in their daily activities, ensuring the smooth delivery of estate and trust planning services to our clients.Key ResponsibilitiesSupport ETCs...
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Regional Estate Specialist
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRole OverviewAs a Regional Estate Specialist at Scotiabank, you will play a key role in supporting the Estate and Trust (ETC) team in their daily activities. Your primary responsibilities will include:Providing administrative support to ETCs, including managing the flow of mail and couriers, ensuring they are well-stocked with necessary supplies, and...
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Regional Estate Coordinator
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Montreal, Quebec, Canada Scotiabank Full timeAre you looking for a challenging role that combines administrative support with a passion for estate and trust planning?In this role, you will provide critical support to our Estate and Trust Consultants (ETCs) in a region consisting of 30-100 advisors across different business lines.Your responsibilities will include:Supporting ETCs in prospecting and...
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Regional Estate Coordinator
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Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented individual to support our Estate and Trust team in a Regional Estate role. As a key member of our team, you will provide administrative support to our Estate and Trust Consultants, ensuring the smooth execution of their business activities.Key ResponsibilitiesSupport the Estate and Trust...
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Regional Estate Coordinator
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Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented individual to support our Estate and Trust team in a Regional Estate role. As a key member of our team, you will provide administrative support to our Estate and Trust Consultants, ensuring the smooth execution of their business activities.Key ResponsibilitiesSupport the Estate and Trust...
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Regional Estate Coordinator
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate CoordinatorAre 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 Coordinator to join our team at Scotiabank.Key Responsibilities:Support ETCs in managing their prospecting and pipeline activities, ensuring accurate...
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Regional Estate Coordinator
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate CoordinatorAre 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 Coordinator to join our team at Scotiabank.Key Responsibilities:Support ETCs in managing their prospecting and pipeline activities, ensuring accurate...
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Regional Estate Coordinator
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate CoordinatorAre 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 Coordinator to join our team at Scotiabank.Key Responsibilities:Support ETCs in managing their pipelines and ensuring accurate tracking of new...
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Regional Estate Coordinator
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate CoordinatorAre 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 Coordinator to join our team at Scotiabank.Key Responsibilities:Support ETCs in managing their pipelines and ensuring accurate tracking of new...
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Regional Estate Coordinator
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate CoordinatorAre you looking for a challenging role that combines administrative support with a passion for estate and trust planning? We have an exciting opportunity for a Regional Estate Coordinator to join our team at Scotiabank.Key Responsibilities:Support ETCs in managing their prospecting and pipeline activities, ensuring...
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Regional Estate Coordinator
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Regional Estate CoordinatorAre you looking for a challenging role that combines administrative support with a passion for estate and trust planning? We have an exciting opportunity for a Regional Estate Coordinator to join our team at Scotiabank.Key Responsibilities:Support ETCs in managing their prospecting and pipeline activities, ensuring...
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Regional Estate Coordinator
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Regional Estate Coordinator
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Montreal, Quebec, Canada Scotiabank Full timeAre you looking for a challenging role that combines administrative support with business development?In this position, you will provide critical support to our Estate and Trust (ETC) team, ensuring the smooth operation of their day-to-day activities.Key responsibilities include:Supporting ETCs in prospecting and pipeline management, including capturing and...
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Regional Estate Specialist
2 months ago
This is an exciting opportunity to join Scotiabank's team as a Regional Estate Specialist. In this role, you will provide critical support to our Estate and Trust Coordinators (ETCs) in a region, ensuring the smooth execution of their business activities.
Key Responsibilities- Support ETCs in Prospect Management: Ensure new opportunities are properly captured and tracked within Salesforce, provide reporting, and direct leaders and advisors towards reporting around leads.
- Support the ETC Sales Process: Prepare files for discovery meetings, request completion of estate planning questionnaires, and prepare new business documentation.
- Quality Assurance Support: Ensure accurate and timely completion of documentation and reporting, and provide immediate fee reporting support.
- Business Development and Advisor Education: Schedule and confirm client appointments, prepare for seminars and webinars, and provide administrative support to ETCs.
- Administrative Support: Manage the flow of mail and couriers, ensure ETCs are well-stocked with necessary supplies, and provide support around coordination of meetings and travel arrangements.
- Strong Analytical and Organizational Skills: Ability to prioritize several requirements at once and work under pressure.
- Proficiency in Microsoft Office and Salesforce: Strong working knowledge of Outlook, MS Word, Excel, PowerPoint, and Salesforce.
- University Degree or Equivalent: Relevant degree or equivalent experience in a related field.
- Knowledge of Estate and Trust Industry: Working knowledge of the estate and trust industry, including legal documents such as Wills, Trust Deeds, and Powers of Attorney.
- Language Proficiency: Bilingualism (English-French) is an asset.
Scotiabank is a leading financial institution committed to delivering exceptional customer service and building long-term relationships with our clients. We are dedicated to fostering a culture of innovation, diversity, and inclusion, and we are proud to be a leader in the financial services industry.
