Expert Trust Services - Estate Settlement

A career as an Expert in Fiduciary Services within the Trust and Estate Services team at National Bank means acting as a legal specialist in the administration of estates, trusts and protection mandates. This role allows you to make a positive impact on the client experience and the management of sensitive files through your legal expertise, knowledge of fiduciary services and ability to provide tailored recommendations.
Your role
Coordinate the legal activities related to each file to ensure proactive and thorough management while meeting established deadlines.
Analyze wills and other legal documents when opening files or throughout their administration, and provide recommendations to the Director of Fiduciary Services.
Oversee the progress and closure of the files under your responsibility, while regularly communicating updates to internal partners, clients and external specialists.
Act as an administrator for corporations associated with estate, trust and protection mandate files, in collaboration with specialists responsible for financial statements, resolutions and other corporate documents.
Conduct legal research and monitor regulatory developments related to estates, trusts and protection mandates.
Participate in client communications and meetings to provide the required legal explanations and contribute to a distinctive client experience.
Your teamNational Bank Trust provides fiduciary services to individuals as well as specialized advice to high-net-worth clients. For more than 90 years, it has acted as a fiduciary partner to several generations of clients. It stands out for its expertise, professionalism, impartiality and diplomacy.
Within the Trust and Estate Services sector, you will be part of a multidisciplinary team and report to the Director of Fiduciary Services. Our team stands out for its estate administration expertise, collaborative approach and complementary legal, accounting and administrative knowledge. We want to offer you as much flexibility as possible to support your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule.
Prerequisites
Be a member of the Chambre des notaires du Québec.
Have relevant experience in estate settlement, trust administration or the administration of protection mandates.
Have experience in an advisory role and in client service.
Demonstrate knowledge of wills, legal documents and the obligations applicable to the administration of property.
Have knowledge of investments, estate taxation or financial planning, an asset.
Languages: French, English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Required skills: Corporate Trust Services, Empathy, Estate Administration, Estate Law, Estate Planning, Initiative, Learning Agility, Notarial Practice, Organization Skills, Prioritization, Relationship Building, Resiliency, Teamwork, Trust Services
Your benefits
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 environmentWe’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!
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