Estate and Trust Administrator, Md Private Trust
1 week ago
Requisition ID: 192535 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Estate and Trust Administrator provides administrative support to MD Private Trust Central Administration ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high standards of client service, quality control and operational excellence. **Is this role right for you? In this role, you will**: - Assess daily workloads to determine priorities - Completes daily mail digitization & filing - Request cheques, set-up payments to clients - Maintains a high level of communication with Officers, Administrators & Tax Specialist (TS) on estate and trust administration issues. - Recognizes and elevates administrative issues for resolution to minimize risk exposure - Completes tasks with accuracy, first time right - Prepares account opening, initial set up of document files and on-going maintenance activities for estate and trust accounts, including closing of accounts - Obtains documents, including notarial copies of Wills, Declarations of Transmission, Death Certificates, as required - Mails letters and documents with enclosures - Prepares payments and deposits for accounts - Assists with Centralized T3 Tax Season - Coordinates filing of returns including payments to various tax agencies, updates to various reports including tax monitors - Manage documents and correspondence for Estates & Trusts including filing - Support centralized wills bank, incoming/outgoing **Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**: - STEP Canada - Certificate in Estate and Trust Administration Level 1 is considered an asset - 2 years related experience in financial services (preferred) - Ability to interpret legal documents - Excellent organizational and priority setting skills - Exceptional ability to manage multiple priorities and meet deadlines - High attention to detail and strong follow through capabilities - Ability to adapt to change - Excellent spoken and written communication skills - Bilingualism (English / French) is considered an asset **What's in it for you?** - The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers - An organization committed to making a difference in our communities - for you and our clients - An inclusive working environment that encourages creativity, curiosity and celebrates success - Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device 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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Estate and Trust Administrator
2 weeks ago
Ottawa, Canada MD Financial Management Full timeRequisition ID: 182582 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Trust Administrator is provides administrative support to the Trust Officer (TO) ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high standards of client service,...
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Trust Officer
2 weeks ago
Ottawa, Canada Scotiabank Full time**Requisition ID**: 148989 We are committed to investing in our employees and helping you continue your career at Scotiabank. **What You Will Do**: - Leads the estate and trust administration of more complex accounts with assistance and support of Trust Administrator, Tax Officer and Estate & Trust Advisor and Regional Trust Administrator and Review Officer...
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Administration Estate and Trust 1 Year Term
4 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 164415 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role of the Estate & Trust Administrator is to provide administrative support to MDPT Central Administration to ensure quality and timeliness of completion of Estate & Trust Administration. This position contributes to maintaining...
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Estate and Trust Consultant, Scotiatrust
6 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 188898 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work...
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Trust Associate
1 week ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 172426 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role of the Trust Associate is to provide administrative support to the Trust Officer to ensure quality and timeliness of completion of Estate, Trust & POA Administration. This position contributes to maintaining high standards...
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Ottawa, Canada Scotiabank Full timeRequisition ID: 238405 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Trust Associate within Scotiatrust’s Centralized Trust Administration Group (CTAG),** you provide proactive administrative and client service support to Senior Trust Associates and Scotiatrust Relationship Managers with the...
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Ottawa, Canada Scotiabank Full timeRequisition ID: 213128 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Trust Associate**with**in Scotiatrust’s Centralized Trust Administration Group (CTAG),**you provide proactive administrative and client service support to Senior Trust Associates and Scotiatrust Relationship Managers with the...
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Trust Associate
2 weeks ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 149053 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **_ Purpose_**: **As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to...
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Trust Associate
2 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 160875 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...
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Trust Administrator
1 week ago
Ottawa, Canada Hulse, Playfair & McGarry Funeral Homes Full timeFor 100 years Hulse, Playfair & McGarry has proudly served families in our community with compassion and professionalism. We are seeking a Trust Administrator to join our team—a role requiring precision, diligence, and a commitment to accuracy. **Role Overview**: The Trust Administrator is responsible for managing and maintaining prepaid funeral trust...
