Senior Estates and Trust Coordinator

Join a Challenger

Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.

Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform ( eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021. 

The Work

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, COI’s 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.  

The core parts of your role would be to:

• 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.

Let's Talk About You!

Education  

• Bachelor’s degree in business or related


• Three to five (3-5) years ’ experience in the  financial services industry with 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.  

What we offer [For full-time permanent roles]

Competitive discretionary bonus 

✨ Market leading RRSP match program

Medical, dental, vision, life, and disability benefits

Employee Share Purchase Plan

Maternity/Parental top-up while you care for your little one

Generous vacation policy and personal days 

Virtual events to connect with your fellow colleagues

Professional development and comprehensive Career Development program

A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON .

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well. 

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We can’t wait to get to know you!