Bilingual Trust Associate, Md Private Trust, Ottawa On

 
 
Requisition ID: #
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose: 
The role of the Trust Associate is to provide administrative support to the Trust Officer to ensure quality and timeliness of completion of Estate, Trust & POA Administration.  This position contributes to maintaining high standards of client service, quality control and operational excellence. As educational and experience requirements are met the incumbent will take on additional Trust Officer responsibilities, with progressively more complex account responsibilities.  
Is this role right for you? In this role, you will:
-Perform Executor and Trustee functions relative to the set-up, settlement, administration and eventual distribution of Estates and Trusts under the terms of applicable governing documents for an assigned book of accounts ensuring seamless delivery of quality client service
-Act as Estate and Trust Administrator on an additional assigned book of accounts
-Share accountability with other team members to retain and grow the business by creating efficiencies and minimizing risk
-Prepare account opening, initial set up of document files and on-going maintenance activities for estate and trust accounts, including closing of accounts 
-Proactively administer an assigned book of accounts in an accurate, efficient, and timely fashion to facilitate the delivery of seamless quality service in the eyes of the client
-Prepare Plan of Partitions for Estates / Trusts in distribution
-Ensure all account administration is in accordance with the terms of governing documents, relevant legislation, and company policy
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
-Community College Diploma or Equivalent
-Experience in estate, trust & POA administration (Quebec/Common Law) 
-Working knowledge of estate and Trust Administration, including legislation, tax and filing requirements affecting estates and trusts 
-Knowledge of the preparation of financial statements, financial position forecasts, personal, trust and corporate tax returns
-Certificate in Estate and Trust Administration is strongly considered as an asset. With a willingness to complete the courses within first 18 months of start date 
-Completion of Canadian Securities Course is considered an asset 
-Strong knowledge of PC applications, including Excel and MS Word
-You are bilingual in French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele.
 
What's in it for you?
•    The opportunity to join a forward-thinking 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.  
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 click here. Candidates must 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.