Estate and Trust Analyst

2 weeks ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 151096 We are committed to investing in our employees and helping you continue your career at Scotiabank. **What You Will Do**: In addition to being responsible for all aspects of trust account processing, including opening, documentation review and requirements, closing and transacting on the accounts, you will be accountable for identifying the trustees with legal responsibility for the account as well as any unique provisions relating to the governing trust document. You will also assist home office and regional staff on a day-to-day basis through the complexities of the estate process, answering general queries and ensuring standards and processes in the distribution of assets are strictly adhered to. **What You Need**: Completion of the Canadian Securities Course (CSC) is considered to be an asset. Bilingualism (English/French) is mandatory. **What You Bring**: You have the demonstrated ability to work independently and collaboratively as part of a broader team. You thrive in a complex, ever-changing environment predicated on multi-tasking. You are inspired by doing the best for your clients, whether it be problem solving or providing timely and accurate advice. You are an outstanding communicator. You actively listen and tailor your response accordingly based on your client’s level of understanding and interest. **What Success Looks Like**: You are passionate about the MD value proposition and actively look to regularly meet and exceed client expectations. Your clients are appreciative of your efforts and regularly recognize you for your thorough and timely responses to their requirements. You are constantly learning and honing your skills. You are technology savvy and endeavor to find new and exciting ways to use technology in the servicing of your client. You feel rewarded and recognized in a way that inspires you to do your best work. Location(s): Canada : Ontario : Ottawa Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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