ASSOCIATE, FIDUCIARY SERVICES

A career as an Associate, Trust Services within the Trust Services team at National Bank means acting as a trusted professional for a high-net-worth clientele, while coordinating and monitoring complex trust and estate files. This role allows you to make a positive impact on our organization by leveraging your client service expertise, strong organizational skills, and ability to manage files end to end.

Your role

• Coordinate activities related to estate, trust, and mandate files, ensuring compliance with standards, timelines, and service commitments.
• Support Trust Services Management in the end-to-end management of deliverables, from file opening to closing, for the Québec City region and surrounding areas.
• Maintain regular follow-ups with clients, their advisors, and internal or external partners to ensure files progress efficiently.
• Prepare and communicate required reports, including statutory reports and updates related to file progress.
• Contribute to continuous improvement initiatives, particularly related to process digitalization and optimization of the client experience journey.
• Independently carry out the administrative activities required, in accordance with applicable policies, standards, and procedures.

Your team

The Trust Services Vice-Presidency is a team of specialists who work in an agile, proactive, and collaborative manner to deliver a rigorous and human client experience, while contributing to the ongoing evolution of trust practices.

Within the Trust Services sector, you will be part of a committed team and report to Trust Services Management. Our team stands out for its professionalism, rigor, strong service orientation, and ability to support clients in sensitive and complex situations. We aim to offer you maximum flexibility to support your quality of life, including a hybrid work environment and a flexible, adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, enable you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.

Requirements

• A bachelor’s degree with a minimum of 5 years of relevant experience;
• Significant experience in client service, ideally with a high-net-worth clientele.
• Knowledge of or experience in estate settlement or trust administration (an asset).
• Knowledge of investments or financial planning (an asset).
• Availability to travel within the greater Montreal City area, based on client file requirements.

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!

Artificial Intelligence, Diversity & Inclusion, Teamwork, Cybersecurity, Empathy, Initiative, Learning Agility, Resiliency