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Estate and trust administrator

Md Financial Management

This is a Full-time position in Ottawa, ON posted January 14, 2020.

With close to 50 years of physician-focused experience, MD has one main goal: to help Canada physicians and their families achieve financial well-being.

Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.

For the sixth consecutive year, MD Financial Management has been recognized as one of the Achievers 50 Most Engaged Workplaces™ in North America.

The annual award, given by Achievers—an industry-leading provider of employee recognition and engagement solutions—commends top employers that display leadership and innovation in engaging their workforces.If you’re a results-driven, enthusiastic and technology-savvy team player, you’ll thrive in our dynamic, flexible and collaborative environment.We have an immediate opening for a talented, enthusiastic and client-focused Estate and Trust Administrator to join our growing Ottawa team.What You Will Do:Under the direction of the Manager, Estate& Trust, the Estate and Trust Administrator is responsible for providing administrative support to the Senior Trust Officer (STO) 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.In your role as an Estate and Trust Administrator, you will be accountable for maintaining a high level of communication with STO, Estate& Trust Advisor (ETA), Regional Trust Officer (RTO) Regional Trust Administrator (RTA) and Tax Specialist (TS) on estate and trust administration issues.

You will prepare standard letters, forms, releases required for estate and trust administration.

Diarize and follow up on initial inquiry and collection activities with third parties using a variety of communication tools keeping STO, ETA, RTO and RTA informed of progress as well as preparing account opening, initial set up of document files and on-going maintenance activities for estate and trust accounts, including closing of accounts.In addition to obtains documents, including notarial copies of Wills, Declarations of Transmission, Death Certificates, you will also co-ordinate the receipt and distribution of assets, including re-registration of assets and cash distributions; Mails letters and documents with enclosures and Prepares payments and deposits for accounts.What You Need:The ideal candidate will possess a community college or equivalent plus a minimum of 4 years’ experience in the financial services industry related to Estates, Trusts and on-going development through STEP Canada CETA Program preferred.Completion of the Canadian Securities Course (CSC) required.Bilingualism (English/French) ismandatory.What You Bring:You have the demonstrated ability to interpret legal documentsYou thrive in a complex, ever-changing environment predicated on multi-tasking and meeting deadlines.You are inspired by doing the best for your clients, whether it be problem solving or providing timely and accurate advice.You are an outstanding communicator.

You actively listen and tailor your response accordingly based on your client’s level of understanding and interest.You are a rapid responder– what’s urgent for your client is also urgent for you.

You make‘getting things done’ a priority.

High attention to detail and strong follow through capabilities.You are highly adaptable to changeYou enjoy learning new tools, techniques, and concepts and applying this knowledge on a day to day basis.What Success Looks Like:You are passionate about the MD value proposition and actively look to regularly meet and exceed client expectations.Your clients are appreciative of your efforts and regularly recognize you for your thorough and timely responses to their requirements.You are constantly learning and honing your skills.You are technology savvy and endeavor to find new and exciting ways to use technology in the servicing of your client.You feel rewarded and recognized in a way that inspires you to do your best work.