personal financial services associate
Title posted on Jobillico -
Fiduciary Services Associate
Posted on
September 21, 2024
by
Employer details
National Bank
Job details
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. <div><br></div><div><strong>Your job : </strong></div><div><ul><li>Assist Trust Services Managers (TSMs) in all administrative tasks related to the management of trust or protection mandates. </li><li>Collect the documents needed to open client files and keep them up-to-date in accordance with the time frames prescribed by law. </li><li>Organize activities with the various stakeholders to process and advance files in accordance with our service standards. </li><li>Act as a contact and follow up with clients and their experts as well as with our partners where appropriate. </li><li>In collaboration with the TSM, prepare investment and communication policies for clients. </li><li>Take part in various transformation and continuous improvement initiatives, especially digitizing processes and communications with clients. </li><li>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. </li></ul></div><div><br></div><div><strong>Your team: </strong></div><div><br></div><div>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. </div><div><br></div><div>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. </div><div><br></div><div><strong>Prerequisites </strong></div><div><ul><li>A completed bachelor's degree in a related field or 4 years of experience in the financial industry </li><li>Customer service experience </li><li>Knowledge of or experience in estate settlement or trust administration, an asset </li><li>Proficiency with Word and Excel </li><li>Investment or financial planning knowledge, an asset </li></ul></div><div><br></div><div></div> <strong>Your benefits</strong><div><br></div><div>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.</div><div><ul><li>Health and wellness program, including many options</li><li>Flexible group insurance</li><li>Generous pension plan</li><li>Employee Share Ownership Plan</li><li>Employee and Family Assistance Program</li><li>Preferential banking services</li><li>Opportunities to get involved in community initiatives</li><li>Telemedicine service</li><li>Virtual sleep clinic</li></ul></div><div>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. </div><div><br></div><div>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.</div><div><br></div><div><strong>We're putting people first</strong></div><div><br></div><div>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
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LocationMontréal, QC
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Workplace information
On site
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
Jobillico
#14368440
Advertised until
2024-10-20
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