Trust Services Expert

Area(s) of interest: Wealth management, Legal

Location(s): Montreal

As a fiduciary services expert at National Bank Trust, you contribute to a vital mission: delivering high-level fiduciary services and specialized legal advice to a wealthy clientele.

Joining the Fiduciary Services team means putting your expertise in trust administration and protection mandates to work on complex cases. You will play a key advisory role by providing informed recommendations and actively participating in client meetings to address their challenges. Your analytical skills, ability to communicate clearly, and talent for simplifying complex concepts will ensure an exceptional client experience.

Your Role

- Coordinate various legal activities related to cases to ensure proactive management and compliance with deadlines

- Handle case closures and ensure quality

- Be accountable for processing cases under your responsibility and regularly communicate progress to internal partners, clients, and their experts

- Act as administrator for companies managed in estate, trust, and protection mandate cases, and collaborate with external experts to prepare financial statements, resolutions, and corporate documents

- Conduct legal research and monitor regulations regarding estates, trusts, and mandates

- Analyze wills and other legal documents at the opening or during administration and provide recommendations

- Help establish and maintain privileged relationships with clients

Your Team

For over 90 years, National Bank Trust has been recognized in the industry as a fiduciary partner for multiple generations of clients. We stand out for our expertise and professionalism, marked by impartiality and diplomacy.

Within the Estates and Trusts sector, you’ll be part of a close-knit team of four colleagues and report to the Director of Fiduciary Services. Our team is known for its expertise and human approach. We aim to offer maximum flexibility to support your quality of life, including a hybrid work environment and a flexible, adaptable schedule.

Occasional travel within the Greater Montreal area is required.

Requirements

- Bachelor’s degree and 6 years of experience OR Master’s degree and 4 years of experience

- Experience in trust administration and protection mandates

- Experience in an advisory expert role

- Knowledge of investments or financial planning (an asset)

Languages

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

- Health and wellness program, including many options

- Employee Share Ownership Plan

- Employee and Family Assistance Program

- Preferential banking services

- Opportunities to get involved in community initiatives

- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?

Come live your ambitions with us

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

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