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Regional Estate & Trust Administrator
Location:
Montreal
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 a ssisting 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. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 11 on ListedBuy
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More About this Listing: Regional Estate & Trust Administrator
Regional Estate & Trust Administrator is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Regional Estate & Trust Administrator by searching Oodle for Clerical Administrator Jobs.
Regional Estate & Trust Administrator is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Regional Estate & Trust Administrator by searching Oodle for Clerical Administrator Jobs.