Regional Estate
7 days ago
Job Summary
We are seeking a highly organized and detail-oriented Regional Estate & Trust Administrator to provide administrative support to our Estate & Trust Consultants (ETCs) in driving new business and advisor engagement within their regions. As a key member of our team, you will be responsible for ensuring the smooth operation of our estate and trust planning activities, while maintaining a high level of client service, quality control, and operational efficiency.
Key Responsibilities
• Support ETC prospecting and pipeline management activities, ensuring that new opportunities are properly captured and tracked within our CRM system.
• Support the ETC sales process, including file preparation, correspondence with law firms, and follow-up with lawyers and clients.
• Provide quality assurance support to ensure that all documentation and reporting is completed accurately, in full, and on time.
• Facilitate business development and advisor education opportunities, including scheduling client appointments and preparing for seminars/webinars.
• Provide administrative support to ETCs, including managing the flow of mail and couriers, ensuring that the ETC is well stocked with necessary supplies, and triaging emails and requests.
Requirements
• Strong analytical, organizational, communication, and interpersonal skills
• Proficiency with Microsoft Office and CRM systems
• University degree or equivalent
• Knowledge of the estate and trust industry and/or wealth management
• Industry accreditation (Certificate in Estate and Trust Administration) would be 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
What We Offer
At Scotiabank, we offer a competitive compensation package, a dynamic and inclusive work environment, and opportunities for professional growth and development.
How to Apply
If you are a motivated and detail-oriented individual who is passionate about providing exceptional administrative support, please submit your application online.
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