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Trust Services Expert

2 months ago

montréal, Canada National Bank Full time

As a Trust Services Expert, you participate in the sector's mission, which is mainly to offer trust services to individuals and specialized advice to affluent clients. For more than 90 years, National Bank Trust has been recognized in the industry as a fiduciary partner for generations of clients. We stand out for our know-how and professionalism marked by impartiality and diplomacy.
Reporting to the Director of Fiduciary Services (DFS), you will provide legal advice and recommendations to the DFS in order to assist them in the various decisions they must make in the context of the processing of a file. You also participate in communications or meetings with clients when required. As needed and at the request of the DFS, you will perform certain administrative or follow-up tasks to help with the processing of files.

Your job:
Participate, under the leadership of DFS, in establishing and maintaining a privileged relationship with clients and improving 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 DFS.
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.

Prerequisites:
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
Your benefits
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
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
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