Regional Estate Coordinator

2 weeks ago

Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

This 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 Responsibilities
  • Support the Estate and Trust team in managing the pipeline and ensuring that new opportunities are properly captured and tracked within Salesforce.
  • Provide administrative support to the team, including preparing documentation, managing logistics, and coordinating meetings.
  • Facilitate business development and advisor education opportunities, including scheduling client appointments and preparing for seminars and webinars.
  • 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.
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 Coordinator at Scotiabank, you will have the opportunity to work in a dynamic and supportive team environment, with a focus on delivering exceptional service to our clients. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

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