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Regional Estate & Trust Administrator, Scotiatrust - Halifax
Location:
Abee
Description:
Requisition ID: 201602 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Scotiatrust Regional Estate & Trust Administrator As a Scotiatrust Regional Estate & Trust Administrator, you are responsible for providing Estate & Trust Consultants (ETCs) with the support they require to drive new business and advisor engagement within their regions, while maintaining a high level of client service, quality control and operational efficiency. You will perform a variety of functions towards that end, mostly dedicated to particular ETCs but working as part of a team that may require his/her support across several different ETCs / Regions at different points in time. Is this role right for you? In this role, you will: • Support ETC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked within Salesforce; providing reporting and/or directing leaders and advisors towards reporting around leads; liaising with the planning teams and Total Wealth Managers (TWMs) to ensure they have whatever data they require to incorporate estate and trust planning into total wealth proposals. • Support the ETC sales process. This includes file preparation (paper or digital) prior to discovery meeting with the client, which may include requesting the completion of the Estate Planning Questionnaire, copies of existing planning documents, as well as summaries of current financial holdings and any available beneficiary designations. Also includes preparing all necessary new business documentation, which may include fee agreements (paper or digital) as well as any account opening documentation where and when required. Assists the ETC by sending correspondence to law firms, perform follow-up with lawyers and clients. • Provide quality assurance support that helps ETCs ensure their new business is submitted in good order. This includes ensuring that all. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
July 2 on ListedBuy
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More About this Listing: Regional Estate & Trust Administrator, Scotiatrust - Halifax
Regional Estate & Trust Administrator, Scotiatrust - Halifax is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Regional Estate & Trust Administrator, Scotiatrust - Halifax by searching Oodle for Clerical Administrator Jobs.
Regional Estate & Trust Administrator, Scotiatrust - Halifax is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Regional Estate & Trust Administrator, Scotiatrust - Halifax by searching Oodle for Clerical Administrator Jobs.