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Regional Estate Coordinator

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

This is an exciting opportunity to join Scotiabank's Estate and Trust team as a Regional Estate Coordinator. In this role, you will play a key part in supporting the team's efforts to deliver exceptional client service and drive business growth.

Key Responsibilities
  1. Support ETC Prospect Management
  • Ensure new opportunities are properly captured and tracked within Salesforce
  • Provide reporting and/or direct leaders and advisors towards reporting around leads
  • Liaise with planning teams and Total Wealth Managers to ensure they have the necessary data to incorporate estate and trust planning into total wealth proposals
Support the ETC Sales Process
  • Prepare files for discovery meetings with clients, including requesting completion of the Estate Planning Questionnaire and summaries of current financial holdings
  • Prepare new business documentation, including fee agreements and account opening documentation
  • Send correspondence to law firms and perform follow-up with lawyers and clients
Quality Assurance Support
  • Ensure new business is submitted in good order, including accurate and complete documentation and reporting
  • Support ETCs on immediate fee reporting
Business Development and Advisor Education
  • Schedule and confirm client appointments, including road trips and meeting room logistics
  • Assist ETCs in preparing for seminars and webinars, including organizing, registering participants, and managing logistics
Administrative Support
  • Provide administrative support to ETCs, as needed, including supporting digital business efforts and managing the flow of mail and couriers
  • Ensure ETCs are well-stocked with necessary supplies and provide support around coordination of meetings and travel arrangements
Customer Focused Culture
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
Risk Management
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions
Operational Excellence
  • Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles
High-Performance Environment
  • Champion a high-performance environment and contribute to an inclusive work environment
Requirements
  • Strong Analytical, Organizational, Communication, and Interpersonal Skills
  • Proficiency with Outlook, MS Word, Teams, Excel, PowerPoint, and Salesforce
  • University Degree or Equivalent
  • Knowledge of the Estate and Trust and/or Wealth Management Industry
  • Industry Accreditation (Certificate in Estate and Trust Administration) would be an asset
  • Working Knowledge of Legal Documents such as Wills, Trust Deeds, and Powers of Attorney is an asset
  • Bilingualism (English-French) is an asset
  • High Attention to Detail and Solid Follow-Through Capabilities
  • Ability to Prioritize Several Requirements at Once and While Under Pressure
  • Excellent Team Player with the Ability to Work Independently
  • Demonstrated Initiative, Pro-activity, and Sense of Responsibility
  • Dedicated to Service Excellence for Internal and External Clients
  • Ability to Effectively Manage Change