Current jobs related to Regional Estate Administrator - Vancouver, British Columbia - Scotiabank

  • Regional Estate Coordinator

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleThis is an exciting opportunity to join Scotiabank's Estate and Trust team as a Regional Estate Coordinator. In this role, you will play a key part in supporting the team's efforts to deliver exceptional service to our clients.Key ResponsibilitiesSupport the Estate and Trust team in managing the pipeline and ensuring that new opportunities are...

  • Regional Estate Coordinator

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and organized individual to join our team as a Regional Estate Coordinator. In this role, you will play a critical part in supporting our Estate and Trust Planning team in delivering exceptional client service and driving business growth.Key ResponsibilitiesSupport the ETC sales process by preparing files,...

  • Real Estate Administrative Coordinator

    2 weeks ago

    Vancouver, British Columbia, Canada WTGR Real Estate Full time

    You are a highly organized and detail-oriented individual who thrives in a fast-paced real estate environment. As our ideal candidate, you will provide exceptional administrative support to our team of top-producing Realtors, ensuring seamless day-to-day operations and allowing them to focus on what they do best – helping clients find their dream homes.We...

  • Real Estate Administrative Coordinator

    1 month ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly organized and detail-oriented Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    1 month ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly organized and detail-oriented Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    2 months ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly detail-oriented and organized Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    4 weeks ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly organized and detail-oriented Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    4 weeks ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly detail-oriented and organized Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    4 weeks ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly organized and detail-oriented Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    1 month ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly detail-oriented and organized Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    2 months ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly detail-oriented and organized Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    4 weeks ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Real Estate Administrative AssistantWe're seeking a highly detail-oriented and organized Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional...

  • Real Estate Administrative Coordinator

    2 weeks ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Job SummaryWe're seeking a highly motivated and detail-oriented Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing administrative support to our real estate agents, ensuring seamless transaction management, and delivering exceptional customer service to our...

  • Real Estate Administrative Coordinator

    4 weeks ago

    Vancouver, British Columbia, Canada CoCalibrate Real Estate Solutions Full time

    About the RoleWe are seeking a highly organized and detail-oriented Real Estate Administrative Assistant to join our team at CoCalibrate Real Estate Solutions. As a key member of our team, you will be responsible for providing administrative support to our top-producing real estate professionals, ensuring the smooth operation of our office, and delivering...

  • Real Estate Administrative Coordinator

    1 week ago

    Vancouver, British Columbia, Canada WTGR Real Estate Full time

    We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at WTGR Real Estate. As a key member of our office, you will be responsible for providing exceptional support to our top-producing Realtors and helping to grow our business.The ideal candidate will have a passion for the real estate industry and a strong ability...

  • Real Estate Administrative Coordinator

    2 weeks ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Job SummaryWe're seeking a highly motivated and detail-oriented Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing exceptional administrative support to our real estate agents, ensuring seamless transaction management, and delivering outstanding customer...

  • Real Estate Administrative Assistant

    1 month ago

    West Vancouver, British Columbia, Canada YVR Real Estate Advisors Full time

    Job Title: Real Estate Administrative AssistantWe are seeking a highly organized and detail-oriented Real Estate Administrative Assistant to join our team at YVR Real Estate Advisors. As a key member of our administrative team, you will provide exceptional support to our real estate professionals, ensuring seamless day-to-day operations and exceptional...

  • Real Estate Administrative Coordinator

    3 weeks ago

    West Vancouver, British Columbia, Canada YVR Real Estate Advisors Full time

    Job Title: Real Estate Administrative AssistantWe are seeking a highly organized and detail-oriented Real Estate Administrative Assistant to join our team at YVR Real Estate Advisors.Job Summary:The successful candidate will provide administrative support to our real estate team, ensuring the smooth operation of our office and providing exceptional client...

  • Licensed Real Estate Salesperson

    4 weeks ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Unlock Your Potential as a Real Estate SalespersonWe're seeking a driven and ambitious Sales Agent to join our team at Bespoke Real Estate Group. As a Sales Agent, you'll have the opportunity to build a successful career in real estate, helping clients find and buy their dream homes.About the RoleAs a Sales Agent, you'll be responsible for:Providing...

  • Licensed Real Estate Salesperson

    4 weeks ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Unlock Your Potential as a Real Estate SalespersonWe're seeking a driven and ambitious Sales Agent to join our team at Bespoke Real Estate Group. As a Sales Agent, you'll have the opportunity to build a successful career in real estate, helping clients find and buy their dream homes.About the RoleAs a Sales Agent, you'll be responsible for:Providing...

Regional Estate Administrator

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled Regional Estate Administrator to join our team at Scotiabank. As a key member of our Estate and Trust team, you will be responsible for providing administrative support to Estate and Trust Consultants (ETCs) in driving new business and advisor engagement within their regions.

Key Responsibilities
  1. Support ETC Prospect Management
  • Ensure new opportunities are properly captured and tracked within our CRM system.
  • Provide reporting and/or direct leaders and advisors towards reporting around leads.
  • Liaise with planning teams and Total Wealth Managers to ensure they have the necessary data to incorporate estate and trust planning into total wealth proposals.
Support the ETC Sales Process
  • Prepare files for discovery meetings with clients, including requesting completion of estate planning questionnaires and summaries of current financial holdings.
  • Prepare new business documentation, including fee agreements and account opening documentation.
  • Assist ETCs with sending correspondence to law firms and performing follow-up with lawyers and clients.
Quality Assurance and Administrative Support
  • Provide quality assurance support to ensure new business is submitted in good order.
  • Ensure all documentation and reporting is completed accurately, in full, and on time.
  • Support ETCs with immediate fee reporting.
Business Development and Advisor Education
  • Schedule and confirm client appointments, including road trips and meeting room logistics.
  • Assist ETCs in preparing for seminars and webinars, including organizing, registering participants, and managing logistics.
Administrative Support
  • Provide administrative support to ETCs, including supporting digital business efforts and managing the flow of mail and couriers.
  • Ensure ETCs are well-stocked with necessary supplies and provide support with coordination of meetings and travel arrangements.
Customer Focus and Risk Management
  • 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.
Operational Efficiency and Compliance
  • 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.
  • Ensure the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
High-Performance Environment
  • Champion a high-performance environment and contribute to an inclusive work environment.
Requirements
  • Strong Analytical, Organizational, Communication, and Interpersonal Skills
  • Proficiency with Microsoft Office 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