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Trust Services Expert
2 months ago
We are seeking a highly skilled Trust Services Expert to join our team at National Bank. As a fiduciary partner, you will play a key role in providing trust services to individuals and specialized advice to affluent clients.
Key Responsibilities- Participate in the establishment and maintenance of a privileged relationship with clients and improve the client experience through the implementation and rigorous monitoring of the Client Experience Standards of the Trusts and Estates sector.
- Analyze wills and other legal documents when the file is opened or during administration and make recommendations to the Director of Fiduciary Services.
- Carry out regulatory monitoring of estates, trusts, and mandates.
- Conduct legal research and communicate with external experts as required.
- Act as administrator for managed companies in matters relating to estates, trusts, and protection mandates and communicate with external experts for the preparation of financial statements, resolutions, and other corporate documents.
- Be accountable for the quality processing of the files under your responsibility and for their progress. You should regularly communicate their progress to your internal partners, customers, and their experts, if applicable.
- Support file closures.
- Orchestrate the various legal activities related to the file in order to ensure proactive management of the file and meet deadlines.
- Be registered with the Order of the Chambre des notaires du Québec or the Barreau du Québec.
- Customer service experience.
- Significant experience in a consulting role.
- Experience in the liquidation of estates or in the administration of trusts.
- Knowledge of investment or financial planning is an asset.
- Very good organizational skills, priority management, and ability to work under pressure.
- Ability to resolve a wide range of complex and ambiguous challenges and situations in a practical manner.
- Very good communication and ability to simplify complex concepts.
- Ability to create strong professional relationships (internal and external).
- Ability to quickly generate interest and trust.
- Quality of listening necessary for a good understanding of the client's sensitive issues.
- Ease of teamwork.
English, French
Why National Bank?We are 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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace 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.
