Administration Estate and Trust 1 year Term
Job Overview
Job title: Administration Estate and Trust 1 year Term
Job description: Requisition 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 high standards of client service, quality control and operational excellence.
Duties & Responsibilities:
- Assess daily workloads to determine priorities
- Maintains a high level of communication with MDPT Team members and internal partners
- Ensures tasks/ cases assigned in MX365 are completed with quality first time right
- Prepares standard letters, forms, releases required for estate and trust administration under direction of Trust Officer
- Obtains copies of documents as required, including notarial copies of Wills, declaration of transmissions or death certificates, as required
- Co-ordinate with other departments notarial document request, signatures under oath
- Mails letters, cheques and documents with enclosures
- Follows-up on outstanding requests for information either by telephone, fax or letter
- Prepares cheque requisitions, deposits for accounts including scanning cheques
- Completes research as required to search data/information under direction of Trust Officer (i.e., confirming balances, stock or bond prices, x-dividend dates, etc.
- Research internal bottlenecks with internal service providers
- Prepares inventory (assets & liabilities) for new estates using Estate A Base, under direction of Trust Officer
- Client Service Commitments and Internal Service Standards
- Files documents and correspondence in estate, trust, POA files as well as MX365
- Scanning of core documents including mail, original documents such as wills, trust deeds and others
- Meet internal Service Level Agreements with internal partners
Education & Experience:
- Community College Diploma or Equivalent
- STEP Canada – Certificate in Estate and Trust Administration Level 1 (must agree to complete within the first 24 months on the job)
- On-going development through STEP Canada or Canadian Securities Institute
- Strong knowledge of PC applications, including Excel and MS Word
- Canadian Securities Course (CSC) preferred
- Bilingualism (Fluent in English & French) is an asset
Competency Requirements:
- Excellent organizational and priority setting skills
- Strong Team player
- Ability to handle multiple priorities
- Excellent interpersonal skills
- Strong attention to detail
- Ability to adapt to change
- Excellent verbal and written communication skills
- Ability to meet deadlines
- Flexible to work from home or office
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.
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.
Company: Scotiabank
Expected salary:
Location: Ottawa, ON
Job date: Wed, 16 Nov 2022 02:01:48 GMT
Job Source: Careerjet.ca