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Regional Estate & Trust Administrator (RTO)
Location:
Toronto
Description:
Requisition ID: 183852 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: 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. Duties & Responsibilities include but are not limited to: Estate Planning: • Schedule/confirm client appointments, including confirming road trips and scheduling with regional offices and book meeting rooms when required. • Prepare meeting packages and related documentation for estate planning clients and perform follow-up for new clients after the meeting • Assist the Estate and Trust Advisor in preparing Will instructions, send Will review packages to law firms, perform follow up with lawyers and clients, send final copy of Wills to Central Administration and prepare all related paperwork and documentation • Prepare a variety of correspondence to clients, lawyers, third parties. Estate Administration: • Assist the Estate and Trust Advisor and Regional Trust Officer in the estate settlement process including accompanying them to inventory the safety deposit box, view the deceased’s home, and meet with beneficiaries and co-executors which may necessitate occasional travel. • Assist and co-ordinate with Head Office staff in the collection process of assets, investment and cash for new estates. • Communicate with third-parties including property managers, realtors, appraisers, landlords, etc. at the request of the Regional Trust Officer. • With the Estate and Trust Advisor/Regional Trust Officer, participate in the initial client meeting. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Regional Estate & Trust Administrator (RTO)
Regional Estate & Trust Administrator (RTO) is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Regional Estate & Trust Administrator (RTO) by searching Oodle for Clerical Administrator Jobs.
Regional Estate & Trust Administrator (RTO) is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Regional Estate & Trust Administrator (RTO) by searching Oodle for Clerical Administrator Jobs.