Trust Services Expert

3 weeks ago

Montreal, Quebec, Canada National Bank Full time
Job Title: Trust Services Expert

Join National Bank as a Trust Services Expert and be part of a team that has been recognized for over 90 years as a fiduciary partner for generations of clients.

About the Role:

As a Trust Services Expert, you will participate in the sector's mission to offer trust services to individuals and provide specialized advice to affluent clients. You will report to the Director of Fiduciary Services and provide legal advice and recommendations to assist in the processing of files. You will also participate in communications or meetings with clients when required.

Key Responsibilities:
  • Establish and maintain 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 the will 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.
Requirements:
  • 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.
Language:

English, French. You will need to discuss frequently with our service providers or partners who speak a language other than French.

Benefits:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, an Employee Share Ownership Plan, an Employee and Family Assistance Program, preferential banking services, opportunities to get involved in community initiatives, telemedicine services, and a virtual sleep clinic.

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