Trust Services Associate

4 weeks ago

Montreal, Quebec, Canada National Bank Full time

Position Overview: As a Trust Services Associate, you will serve as a reliable professional for clients, delivering exceptional service and support tailored to their unique requirements. Your contributions will play a vital role in our mission to provide personal trust services to high-net-worth individuals.

Key Responsibilities:

  • Support Trust Services Managers (TSMs) with all administrative duties associated with trust or protection mandates.
  • Gather and maintain necessary documentation for client files, ensuring compliance with legal timelines.
  • Coordinate activities with various stakeholders to facilitate the processing and advancement of client files in line with our service standards.
  • Act as a liaison, following up with clients, their advisors, and our partners as needed.
  • Collaborate with TSMs to develop investment and communication strategies for clients.
  • Engage in transformation and continuous improvement initiatives, particularly in digitizing processes and enhancing client communications.
  • Participate actively in the client experience journey, including preparing meeting agendas, compiling reports, and following up with clients according to established policies and procedures.

Your Team: You will be part of a dedicated team at National Bank Trust, comprising 85 professionals committed to achieving the sector's business objectives. Our team is recognized for its professionalism and quality execution, and we foster a collaborative work environment with positive leadership. We offer extensive learning opportunities for your professional growth, including hands-on training and collaboration with colleagues from diverse backgrounds.

Qualifications:

  • A completed bachelor's degree in a relevant field or 4 years of experience in the financial sector.
  • Experience in customer service.
  • Knowledge of estate settlement or trust administration is an asset.
  • Proficiency in Microsoft Word and Excel.
  • Understanding of investment or financial planning is a plus.

Languages: Proficiency in English and French is required.

Skills: Strong communication, empathy, initiative, interpersonal skills, leadership, learning agility, organizational skills, resilience, and teamwork.

Benefits: In addition to competitive compensation, you will have access to a comprehensive range of flexible benefits designed to support your well-being and that of your family, including:

  • Health and wellness programs with various options.
  • Flexible group insurance plans.
  • Generous pension scheme.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities for community involvement.
  • Telemedicine services.
  • Virtual sleep clinic.

We prioritize a positive employee experience, actively listening to feedback and fostering an inclusive workplace. Our core values of partnership, agility, and empowerment guide our mission to positively impact the lives of our clients and employees alike.

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