Guide complex estate settlements for Scotiabank customers in Mississauga using estate administration expertise, sound judgment, and solid communication skills.
As an Estate Specialist supporting the Estate Centre of Excellence across Canada, you will advise customers through estate settlement processes. The work includes reviewing documentation, correcting information, supporting escalations, and maintaining knowledge of banking, lending, and investment procedures. You will also help teammates develop their skills.
Key Responsibilities:
- Provide guidance and advice on estate settlement processes
- Review incoming documents and correction requests for accuracy
- Support complex estates with personalized client care
- Identify unusual items and escalate appropriately
- Assist training, coaching, and process improvement activities
Requirements:
- Post-secondary education
- Estates Administration Certification considered an asset
- Mutual Fund Licensing considered an asset
- Knowledge of banking, lending, investment, and estate products
- Excellent communication and interpersonal skills
Apply estate administration, customer guidance, documentation review, and risk judgment while supporting Scotiabank’s nationwide estate services.