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Fiduciary Services Associate

Attendance
Hybrid
Job Number
22127
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
21-Aug-2024
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Wealth management
A career as a Trust Services Associate, you’ll act as a trusted professional to clients and provide quality service and support that is tailored to clients’ needs. In this role, you’ll contribute to the sector’s mission, which is mainly to offer personal trust services to affluent clients.

Your job :
  • Assist Trust Services Managers (TSMs) 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.
  • 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.
  • In collaboration with the TSM, prepare investment and communication policies for 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.

Your team:

You’ll be part of a team of 85 colleagues at National Bank Trust. Your team is made up of several professionals. Our team stands out for its genuine willingness to contribute to the sector’s business objectives. We are known for our professionalism and the quality of our execution, which are of utmost importance to us. We also offer a fun, collaborative work environment with positive leadership.

We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses, and collaborating with colleagues who have varied profiles and expertise.

Prerequisites
  • A completed bachelor's degree in a related field or 4 years of experience in the financial industry
  • Customer service experience
  • Knowledge of or experience in estate settlement or trust administration, an asset
  • Proficiency with Word and Excel
  • Investment or financial planning knowledge, an asset

Languages:
English, French

Skills

Communication Diversity & Inclusion Empathy Initiative Interpersonal Skills Leadership Learning Agility Organization Skills Resiliency 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 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. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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