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Estate Planning Coordinator

1 month ago

Vancouver, British Columbia, Canada Scotiabank Full time
Job Summary

Estate Planning Coordinator - Scotiabank

This role is responsible for providing administrative support to ETCs, ensuring that new opportunities are properly captured and tracked within Salesforce, and providing reporting and/or directing leaders and advisors towards reporting around leads.

Key Responsibilities:

• Support ETC prospecting and pipeline management activities
• Support the ETC sales process
• Provide quality assurance support
• Facilitate business development and advisor education opportunities
• Provide administrative support to ETCs

Requirements:

• Strong analytical, organizational, communication and interpersonal skills
• Proficiency with Outlook, MS WORD & TEAMS, Excel, PowerPoint & Salesforce
• University degree or equivalent
• Knowledge of the Estate & Trust and/or wealth management industry
• Industry accreditation (Certificate in Estate and Trust Administration) would be an asset

About Scotiabank

Scotiabank is a leading financial institution committed to helping our clients achieve their financial goals. We offer a wide range of financial products and services, and our team of experts is dedicated to providing exceptional service and support. If you are a motivated and detail-oriented individual with a passion for Estate Planning, we encourage you to apply for this exciting opportunity.