Regional Estate Coordinator

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
Job Summary

We are seeking a highly organized and detail-oriented individual to support our Estate and Trust team in a Regional Estate role. As a key member of our team, you will provide administrative support to our Estate and Trust Consultants, ensuring the smooth execution of their business activities.

Key Responsibilities
  • Support the Estate and Trust Consultants in their daily activities, including file preparation, data entry, and correspondence.
  • Provide quality assurance support to ensure that all documentation and reporting is completed accurately and on time.
  • Facilitate business development and advisor education opportunities, including scheduling client appointments and preparing for seminars and webinars.
  • Provide administrative support to the Estate and Trust Consultants, including managing mail and couriers, ensuring they are well-stocked with necessary supplies, and triaging emails and calls.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • 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.
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.
What We Offer

As a Regional Estate role at Scotiabank, you will have the opportunity to work in a dynamic and supportive team environment, with a focus on delivering exceptional customer service and supporting the growth of our Estate and Trust business.

We are committed to providing our employees with the skills and knowledge they need to succeed in their roles, and we offer a range of training and development opportunities to support your career growth.

Join our team and be part of a leading financial institution that is dedicated to making a positive impact in the communities we serve.

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