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Scotiabank
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Calgary, Alberta
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processes
Preparing for client annual reviews
Maintaining accurate client information and files in ... management of client information and data through use and knowledge of applicable systems
Demonstrate
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Scotiabank
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Calgary, Alberta
...
with external contacts, gather and relay information and is designated as the point of contact in the ...
Assemble information regarding assets in new accounts (including research into the tax costs) and ensure
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Scotiabank
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Calgary, Alberta
...
.
Gathering, validating, collating and relaying accurate asset, liability and tax information to trust ... information.
Preparing correspondence and documenting discretionary decisions according to applicable
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Scotiabank
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Calgary, Alberta
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opportunities based on customer information and due diligence.
The incumbent manages approximately 150 ... client management partners as to changes in client information and priorities.
**3.Maintain
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Scotiabank
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Calgary, Alberta
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and professionalism. Able to tailor communications to share complex information with diverse audiences ... technology and reporting platform changes to support operational improvements, sales management process
...
