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Regional Estate Administrator

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time

About the Role:

We are seeking a highly skilled Regional Estate Administrator to join our team at Scotiabank. As a key member of our Estate and Trust team, you will play a critical role in supporting the delivery of exceptional client service and driving business growth.

Key Responsibilities:

  • Support Estate and Trust Consultants in driving new business and engaging with advisors.
  • Assist in the sales process, including file preparation and necessary documentation.
  • Provide quality assurance support for new business submissions.
  • Facilitate business development, advisor education, and administrative tasks.
  • Promote a customer-focused culture and adhere to risk management guidelines.
  • Contribute to a high-performance and inclusive work environment.

Requirements for Success:

  • Strong analytical, organizational, communication, and interpersonal skills.
  • Proficiency in Microsoft Office and Salesforce.
  • University degree or equivalent.
  • Knowledge of Estate and Trust or wealth management industry.
  • Industry accreditation in Estate and Trust Administration is a plus.
  • Working knowledge of legal documents like Wills, Trust Deeds, and Powers of Attorney.
  • Bilingualism (English-French) is an advantage.
  • Attention to detail, ability to prioritize, and work under pressure.
  • Team player with independence, initiative, and service excellence mindset.
  • Capability to manage change effectively.

About Scotiabank:

Scotiabank is a leading bank in the Americas, committed to helping customers achieve success through a range of banking services. We value diversity and strive to provide an inclusive environment for all.