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Estate and Trust Coordinator

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
{"title": "Estate and Trust Coordinator", "description": "About the Role

We are seeking a highly organized and detail-oriented Estate and Trust Coordinator to join our team at Scotiabank. In this role, you will provide administrative support to our Estate and Trust team, ensuring the smooth execution of daily activities and tasks.

Key Responsibilities
  • Support the Estate and Trust team in managing client relationships and ensuring timely completion of tasks.
  • Prepare and maintain accurate records and reports, including client data and sales performance metrics.
  • Coordinate logistics for client meetings, seminars, and webinars, ensuring seamless execution and follow-up.
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Collaborate with cross-functional teams to achieve business objectives and drive growth.
Requirements
  • University degree or equivalent in a related field.
  • Strong analytical, organizational, and communication skills.
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
  • Experience in a similar role or industry, with a strong understanding of estate and trust planning principles.
  • Ability to work independently and as part of a team, with a strong focus on customer satisfaction.
What We Offer

As a valued member of our team, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. 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.", "lang_code": "en-US"}