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Trust Services Associate

2 months ago

Montreal, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled and detail-oriented Trust Services Associate to join our team at National Bank. As a key member of our team, you will play a vital role in providing exceptional client service and support.

Key Responsibilities
  • Assist Trust Services Managers in administrative tasks related to trust and protection mandates.
  • Collect and maintain client files, ensuring compliance with regulatory requirements.
  • Coordinate activities with stakeholders to process and advance files efficiently.
  • Act as a primary point of contact for clients and their experts, providing timely and effective communication.
  • Collaborate with Trust Services Managers to develop investment and communication policies for clients.
  • Participate in process improvement initiatives, focusing on digitization and client communication.
  • Contribute to the implementation of the client experience path, including meeting preparation and follow-up.
About Our Team

You will be part of a dynamic team of 85 colleagues at National Bank Trust, known for our professionalism, quality execution, and collaborative work environment. We offer a range of ongoing learning opportunities, including hands-on learning, training courses, and collaboration with colleagues from diverse backgrounds.

Requirements
  • Bachelor's degree in a related field or 4 years of experience in the financial industry.
  • Customer service experience.
  • Knowledge of estate settlement or trust administration, an asset.
  • Proficiency in Word and Excel.
  • Investment or financial planning knowledge, an asset.
What We Offer
  • Competitive compensation.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
About Us

National Bank is a bank on a human scale, known for our courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. We value partnership, agility, and empowerment, and strive to create a barrier-free workplace that is accessible to all employees.