Job Description

Requisition ID: 190835

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the administration of Estate and Trust services, while maintaining high standards of client service, quality control and operational efficiency. The mandate of this position also includes providing backup support to other administrative staff and general office duties.

Is this role right for you? In this role, you will:

• Have Estate Planning responsibilities including assisting the Estate and Trust Advisor in preparing Will instructions, follow up with external stakeholders (law firms, lawyers, clients, third parties)
• Estate Administration duties such as assisting the Estate and Trust Advisor and Regional Trust Officer in the estate settlement process, meeting with beneficiaries and co-executors which may necessitate occasional travel
• Communicating with third-parties including property managers, realtors, appraisers, landlords, etc. at the request of the Regional Trust Officer.
• Participating in the initial client meeting with co-executor and beneficiaries and assist with subsequent communication of status updates.
• Trusts and Powers of Attorney responsibilities such as new account opening process and documentation preparation, and initiate annual review process between clients and Estate and Trust Advisor or Regional Trust Officer.
• Oversee internal operational procedures and recommends changes where required to maintain high standards of operational efficiency.
• Assist in the preparation of various reports for clients and management.
• Provide research and coordination support to teaming meetings with Estate and Trust Advisor, Regional Trust Officer and other regional Advisors.
• Assist in the implementation of marketing initiatives for the business unit.
• Receive client/external telephone calls and respond or re-direct in an efficient and professional manner.

Do you have the skills and experience needed to succeed? We\'d love to work with you if:

• You have strong organizational skills with a High attention to detail and solid follow-through capabilities
• Exceptional ability to schedule, plan and meet deadlines
• Working knowledge of legal documents such as Wills, Trust Deeds and Powers of Attorney is an asset.
• CSI Global Education Inc. Estate & Trust Administration or Completion of Level 1 CETA Program (Certificate in Estate and Trust Administration) is an asset.
• Experienced user of MS Word, Outlook
• 2+ years as an administrator in an office environment with direct client contact ideally, an Estate & Trust environment or in a Trust administrator position
• 2+ years experience in a financial services environment is an asset
• Bilingual French and English is preferred although not required

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

Location(s): Canada : New Brunswick : Moncton || Canada : Newfoundland and Labrador : St John\'s || Canada : Nova Scotia : Halifax

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Scotiabank