Senior Estates and Trust Coordinator (12 month Contract)
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Job Summary
Join a Challenger
At EQ were remaking banking so every Canadian gets ahead every day. Serving nearly 4 million Canadians from coast to coast we offer a wide variety of financial services from banking and lending to trust and credit union solutions.
Weve been at this since 1970 challenging the conventions of traditional banking with smarter faster and more connected financial experiences.
Whats kept us moving The people behind it all: challengers who ask better questions push back on old assumptions and look for a better way forward.
If youre driven to help reshape how banking works for Canadians and the businesses that power our economy this could be your next big opportunity.
We cant wait to get to know you!
The Senior Estates and Trust Relationship Coordinator is an integral part of Concentra Trust and Estate solutions dedicated to supporting the delivery of service excellence to partners COIs and clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the service teams.
The position is client-facing requiring interaction with high-net-worth clients and external professionals delivering exceptional service while ensuring that all relevant processes and standards are followed.
- Evaluates and interprets data from both quantitative and qualitative perspectives generated by internal CRM platforms to identify and create the necessary reports that align with team and business group objectives.
- Co-ordinates with trust officer to ensures the administration of assigned files are carried out in accordance with understood service guidelines parameters and posted service standards for accuracy and timeliness
- Oversees the new business process including reviewing documents and ensuring the accuracy of key clauses
- Identifies and recommends best practices to services teams on key data metrics within our CRMs to ensure efficient and accurate input of data
- Develop and produce quarterly and annual reporting for internal leadership and external centers of influence as required
- Monitor client satisfaction collaborate with other business units to resolve issues and ensure administrative and operational service standards are met or exceeded.
- Organize onboarding of new clients and maintain client documentation in a standardized filing format to ensure all records are accessible and properly organized.
- Supports the review and oversight of thought leadership content webinar processes and marketing material to ensure timely delivery and co-ordination. Includes collaboration with appropriate departments
- Discuss file intricacies with trust administration (back office) staff to determine priorities and ensure a smooth transition
- Deliver industry-leading standards in client experience for new business acceptance and procedures ensuring compliance with company policies.
Education
- Bachelors degree in business or related
- Three to five(3-5) years experience in thefinancial services industrywith experience in Trust and Estate administration
- Enrollment in the first course of the STEP Certificate program in Trust and Estates
Hard Skills
- Proficiency in Microsoft Office particularly Excel.
- Strong written and oral communication skills
- Strong attention to detail with a focus on quality compliance and organization
- Active listening and effective response to client needs
- Results-oriented with a collaborative mindset and a strong sense of teamwork.
Equity Diversity & Inclusion
EQ is committed to building an inclusive accessible environment where every employee feels valued respected and supported. We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences identities and perspectives. Were equally committed to supporting your growth both professionally and personally.
We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process EQ uses AI to help screen assess and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank the countrys seventh-largest Schedule I bank by assets which operates EQ Bank Canadas Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
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Required Experience:
Senior IC
About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
