Estate and Trust Administrator, Md Private Trust - Ottawa, Canada - Scotiabank

Scotiabank

Verified Company

Ottawa, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 194764

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.

This is a contract role ending October 2024._

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

Assess daily workloads to determine priorities
Completes daily mail digitization & filing
Request cheques, setup 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 ongoing 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 forwardthinking 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.