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Estate and Trust Administrator, MD Private Trust, Ottawa (Contract)
Location:
Toronto
Description:
Requisition ID: 192535 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: backss daily workloads to determine priorities Completes daily mail digitization & filing Request cheques, set-up 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 on-going 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 Strong knowledge of PC applications, including Excel and MS Word 2 years related experience in financial services (preferred) Ability to interpret legal documents Excellent organizational and priority. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
February 2 on ListedBuy
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More About this Listing: Estate and Trust Administrator, MD Private Trust, Ottawa (Contract)
Estate and Trust Administrator, MD Private Trust, Ottawa (Contract) is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Estate and Trust Administrator, MD Private Trust, Ottawa (Contract) by searching Oodle for Clerical Administrator Jobs.
Estate and Trust Administrator, MD Private Trust, Ottawa (Contract) is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Estate and Trust Administrator, MD Private Trust, Ottawa (Contract) by searching Oodle for Clerical Administrator Jobs.