Estate Trust Support Specialist
17 hours ago
We are seeking an experienced Estate Trust Support Specialist to join our team in a regional capacity. This role is designed to provide administrative support to Estate Trust Consultants (ETCs) and help them succeed in their roles.
Key Responsibilities- Support ETCs in Prospecting and Pipeline Management: Ensure new opportunities are properly captured and tracked within Salesforce, provide reporting, and direct leaders and advisors towards reporting around leads.
- Sales Process Support: Prepare files prior to discovery meetings, request completion of estate planning questionnaires, copies of existing planning documents, and summaries of current financial holdings.
- Quality Assurance: Ensure all documentation and reporting are completed accurately, in full, and on time, supporting ETCs with immediate fee reporting.
- Business Development and Advisor Education: Schedule appointments, confirm road trips, manage logistics, and assist ETCs in preparing for seminars and webinars.
- Administrative Support: Assist ETCs in conducting business digitally, managing mail and couriers, ensuring supplies are stocked, triaging emails and calls, and coordinating meetings and travel arrangements.
- Strong Analytical, Organizational, Communication, and Interpersonal Skills: Proven ability to work independently and as part of a team.
- Proficiency in Microsoft Office Suite and Salesforce: Experience with Outlook, MS Word, Excel, PowerPoint, and Teams.
- University Degree or Equivalent: Relevant industry knowledge and experience in Estate & Trust and/or wealth management.
- Industry Accreditation (Certificate in Estate and Trust Administration): Asset but not required.
As an Estate Trust Support Specialist, you will receive competitive compensation, including a salary range of $60,000 - $80,000 per year, depending on location and experience. Additionally, Scotiabank offers a comprehensive benefits package, opportunities for professional growth and development, and a dynamic work environment.
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