Regional Estate Specialist

1 month ago

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

Are you looking for a challenging and rewarding role in the financial industry? We are seeking a highly organized and detail-oriented Regional Estate Specialist to join our team at Scotiabank.

Job Summary:

The Regional Estate Specialist will provide administrative support to our Estate and Trust team, ensuring the smooth operation of our business. This includes coordinating with clients, advisors, and internal teams to provide exceptional customer service and support.

Key Responsibilities:
  • Provide administrative support to Estate and Trust team members, including coordinating meetings, preparing documents, and managing correspondence.
  • Assist with the preparation and submission of reports, including financial statements and tax returns.
  • Coordinate with clients and advisors to ensure timely and accurate delivery of estate and trust services.
  • Develop and maintain relationships with internal teams, including sales, marketing, and operations.
  • Provide exceptional customer service and support to clients and advisors.
Requirements:
  • University degree or equivalent experience.
  • Strong analytical, organizational, and communication skills.
  • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
  • Experience in the financial industry, preferably in estate and trust administration.
  • Ability to work independently and as part of a team.
  • Strong attention to detail and ability to prioritize tasks.
What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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 providing...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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 providing...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Regional Estate Specialist

    5 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Are 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...

  • Regional Estate Specialist

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    About 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...

  • Regional Estate Specialist

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    About 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    About 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...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    About 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...

  • Regional Estate Specialist

    2 months ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleThis 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 ResponsibilitiesSupport ETCs in Prospect Management: Ensure new opportunities are...

  • Regional Estate Specialist

    2 months ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleThis 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 ResponsibilitiesSupport ETCs in Prospect Management: Ensure new opportunities are...

  • Regional Estate Specialist

    7 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role 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...

  • Regional Estate Coordinator

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Are 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...

  • Regional Estate Coordinator

    2 months ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleThis is an exciting opportunity to join Scotiabank as a Regional Estate Coordinator, supporting a team of Estate and Trust Consultants (ETCs) in their daily activities. As a key member of the team, you will play a vital role in ensuring the smooth operation of the ETCs' business, enabling them to focus on delivering exceptional client...