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Trust Services Associate

National Bank

This is a Contract position in Montreal, QC posted November 10, 2021.

Employee Status: Regular
Schedule: Full-time

  • Do you truly care about customer service?
  • Do you want to support our clients and quickly build trustingrelationshipwith them?
  • Do you stand out for your resourcefulness and organizational skills?

The Satellite Trust Services Associate position will meet the challenes you are looking for!

In this role, you’ll contribute to the sector’s mission, which is mainly to offer personal trust services to affluent clients. For more than 90 years, National Bank Trust has been recognized in the industry as a trusted partner for several generations of clients. We stand out for our know-how and professionalism, which is characterized by our impartiality and diplomacy.

Our mandate? To provide an exceptional client experience by taking care of files with ease and efficiency. Our client-centric approach requires empathy, proactivity, and the ability to explain things in plain language. We act as advisory partners.

Reporting to the Vice-President, Trust Services, the Satellite Trust Services Associate acts as a trusted professional to clients and provides quality service and support that is tailored to clients’ needs.

What will your day-to-day tasks be?

  • Assist Trust Services Managers in all administrative tasks related to the management of trust or protection mandates.
  • Collect the documents needed to open client files and keep them up-to-date in accordance with the time frames prescribed by law.
  • Be responsible for clients with Personalized Administration Plans.
  • Organize activities with the various stakeholders to process and advance files in accordance with our service standards.
  • Act as a contact and follow up with clients and their experts as well as with our partners where appropriate.
  • Prepare and communicate statutory reports on behalf of clients.
  • Take part in various transformation and continuous improvement initiatives, especially digitizing processes and communications with clients.
  • Actively participate in the implementation of the client experience path (preparation of meeting agendas, reports on meetings, follow-up with clients) according to established policies, standards and procedures.

  • Completed Bachelor’s degree in a related field and 4 years of relevant in the financial industry or completed Master’s degree in a related field and 1 year of relevant experience
  • Solid customer service experience
  • Knowledge of or experience in estate settlement,trust administration,Investment or in financial planning, an asset
  • Knowledge of Word and Excel
  • Solid organizational and priority management skills
  • Good communication and interpersonal skills
  • Bilingualism, spoken and written (English and French)

Improve your chances of success through your initiative, your rigor, and your ability to find solutions.

Ready to make a difference as a team? To have a positive impact? Submit your application!

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits

  • Flexible groupinsurance

  • Definedbenefitpension plan

  • EmployeeShareOwnershipPlan

  • Employeeandfamilyassistance program

  • Preferredbankingservices

  • Volunteerprogram

  • Telemedicine

  • Virtualsleepclinic

These are just a few of the many benefits we offer. We’ve rolled outa number ofadditional measures to ensure your health, safety and wellbeing during the pandemic.

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 inspireus, andinclusivity 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 accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?


Particular Condition:This position requires frequent travel in person and virtually for client meetings.
JobField: Advisory Services, Personal Banking
Unposting Date: 2021-11-24
Job Number: PER004CC
Posting Date: 2021-11-10