Estate Trust Support Specialist

17 hours ago


Montreal, Quebec, Canada Scotiabank Full time
About the Role

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.
Requirements
  • 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.
What We Offer

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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