Found Description
Elevate client service standards as an Estate & Trust Associate at Scotiatrust in Toronto. Support Estate & Trust Consultants with operational efficiency and quality assurance for exceptional client engagements.
As an Estate & Trust Associate, you will empower ETCs with essential support across various regions to enhance business development and advisor interactions. Your role involves managing Salesforce data, preparing documentation, and ensuring high-quality processing of estate and trust matters. The position requires collaboration on business development initiatives and educational opportunities to foster client relationships.
Key Responsibilities:
• Support ETC prospecting and pipeline management via Salesforce
• Facilitate client meeting preparation and documentation management
• Provide quality assurance for accurate submission of new business
• Schedule advisor education opportunities and manage logistics
• Assist with administrative tasks and resource coo...
As an Estate & Trust Associate, you will empower ETCs with essential support across various regions to enhance business development and advisor interactions. Your role involves managing Salesforce data, preparing documentation, and ensuring high-quality processing of estate and trust matters. The position requires collaboration on business development initiatives and educational opportunities to foster client relationships.
Key Responsibilities:
• Support ETC prospecting and pipeline management via Salesforce
• Facilitate client meeting preparation and documentation management
• Provide quality assurance for accurate submission of new business
• Schedule advisor education opportunities and manage logistics
• Assist with administrative tasks and resource coo...
Ready to Apply?
Submit your application for Estate & Trust Associate in Toronto at Scotiabank
Apply Now