Attendance: Hybrid
Employment Category: Intermediate Professional
Type of Contract: Permanent
A career as a trust advisor on the Fiduciary Services and Advisory team at National Bank Trust means playing a key role in the management and administration of fiduciary files across Canada. You are responsible for files entrusted to an external partner covering the full scope of fiduciary services, ensuring rigorous follow-up and steady progression in a complex environment. Through your expertise in estate and trust administration, combined with a structured and proactive approach, you directly contribute to operational excellence and a distinctive client experience.
Your role
- Manage and oversee fiduciary files assigned to an external partner, ensuring compliance with timelines and regulatory requirements
- Coordinate activities related to file progression to maintain quality, consistency and proactive management
- Build and maintain strong relationships with internal and external partners, contributing to a consistent and high-quality client experience
- Support the administration of estate, trust and protection mandate files, including acting as administrator when required
- Provide administrative and documentation support to ensure efficient file processing
- Contribute to team activities and, as needed, support client communications and meetings
Your team
The Fiduciary Services and Advisory team is made up of specialists who work in an agile, proactive and collaborative way to seize opportunities, remain at the forefront of fiduciary practices and continuously improve processes. Our mission is to provide fiduciary services to individuals and deliver high-value advisory services, including estate settlement, trust administration and accounts for vulnerable clients.
Within the Fiduciary Services and Advisory sector, you’ll be part of a committed team and report to the Senior Director. The team stands out for its expertise, the quality of its work and its client proximity. We aim to offer maximum flexibility to support your quality of life through a hybrid work environment and adaptable schedule.
The Bank values continuous development and internal mobility. Our customized training programs, based on learning in action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center and coaching and mentoring are available to you at all times.
Requirements
- Bachelor’s degree in administration, law, finance or a related field, with a minimum of 4 years of relevant experience
- Experience in estate, trust or protection mandate administration, or other relevant fiduciary experience
- Experience in an advisory/client service role, including managing complex and ambiguous situations
- Professional designation or membership (STEP, Bar, Chamber of Notaries, Financial Planning Institute), an asset
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 such as:
- 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
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Additional required languages: English, French
Skills: Customer Service, Estate Law, Estate Planning, Interpersonal Communication, Organization Skills, Project Management, Teamwork, Empathy, Initiative, Learning Agility, Prioritization, Rigor
