Estate Case Manager

Attendance

Hybrid

Job number

24503

Category

Intermediate Professional

Status: Temporary 12 months

Type of Contract

Temporary

Number of months

12 months

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

14-Feb-2025

Location: Toronto, Ontario

City

Toronto

Province/State

Ontario

Area of Interest: Operations

Note that the Estate Case Manager may work out of Montreal or Toronto depending on where they reside.

A career as a Estate Case Manager means interacting with the Bank's various business lines and other operational sectors, and working in an environment that allows you to excel. It also means having the opportunity to learn and develop within a team that values customer satisfaction, collaboration and innovation. You'll stand out from the crowd thanks to your autonomy, thoroughness, proactivity and team spirit.

You will act as a recognized succession expert for all National Bank business lines. You will provide specialized support, in French and English, to our partners for the analysis, processing and compliance of an estate file.

Join the Centre d'expertise en succession!

Your job

To listen to the customer's needs as communicated by the partner, in order to facilitate the processing of the file.
Provide customer service on the phone on a rotating basis according to the service offer
Be the main point of contact for partners
Provide expert advice to meet customer and partner needs
Carry out the necessary follow-ups and checks to ensure quality of service
Manage reputational and operational risks in the event of problems
Ensure legal, technical, procedural and tax compliance of customer files
Be decisive and propose solutions to simplify processing for the customer
Carry out transactions, as instructed by the liquidator, in compliance with our service agreements
Propose and recommend new ideas and creative, innovative approaches
Properly document the file to facilitate future research
Take charge of and be accountable for all stages of estate settlement
Create a relationship of trust with our partners by providing them with ongoing visibility

Your team

Working in the Estate Expertise Center sector, you are part of a team of about 15 colleagues and report to the Section Manager. Our team stands out for its expertise, quality of delivery, customer/employee experience and fun, collaborative atmosphere.

We favour a variety of forms of continuous learning to enrich your development, including learning in action, training content made available to you and working in collaboration with colleagues with diverse expertise and profiles. In our team, curiosity and autonomy are very important.

Prerequisites

Bachelor's degree related to the sector of activity and three years' relevant experience, or any other combination of training and experience deemed equivalent
Customer service experience
Good knowledge of investment and financing products
Good knowledge of the Office suite
Analytical and organizational skills
Ability to work in a team, under pressure and with tight deadlines
Excellent interpersonal and communication skills
Ability to adapt to change

Languages:

English, French

Skills

Client Counseling Communication Customer Service Documentation Funding Intelligence Analysis Investments Leadership Organization Skills Risk Management Teamwork Detail-oriented Initiative Relationship ability Drafting

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!

Apply

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.

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?