Fiduciary services associate
National Bank of Canada based in Montreal, QC is inviting applications from suitable candidates for the position of Fiduciary services associate. National Bank of Canada is a major financial institution, particularly strong. It provides a wide array of services, including personal banking, commercial banking, and wealth management. The bank is known for its innovative approach, leveraging digital platforms to enhance customer experience. National Bank plays a crucial role in the financial landscape, catering to individuals, businesses, and governments. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: National Bank of Canada
Position: Fiduciary services associate
No of Vacancies: 3
Salary: Salary is not mentioned, $20.00 – $25.00 hourly estimated salary
Employment Type: Permanent/Full Time
Area of Interest: Wealth management
Job Category: Professional
Location: Montreal, QC, CA
Shift: Hybrid
Job ID: 22127
Requirements:
Languages: Candidates must have knowledge of the English Language
Education:Â Candidates should have completion of bachelor’s degree
Experience: Candidates should have 4 years of experience in the financial industry
Physical Requirements:
- The candidates should have learning agility and a willingness to grow, work effectively as part of a team
Other Requirements:
- The candidates should have customer service experience and proficiency with Word and Excel and investment or financial planning knowledge
- The candidates should have knowledge of or experience in estate settlement or trust administration
- The candidates should demonstrate strong communication skills and embrace and promote diversity and inclusion
- The candidates should show empathy in interactions with others and take initiative in their tasks and responsibilities
- The candidates should possess strong interpersonal skills, exhibit leadership qualities, strong organizational skills
Responsibilities:
- The candidates should be able to assist Trust Services Managers (TSMs) in all administrative tasks related to the management of trust or protection mandates
- The candidates should be able to collect the documents needed to open client files and keep them up-to-date in accordance with the time frames prescribed by law
- The candidates should be able to organize activities with the various stakeholders to process and advance files in accordance with service standards
- The candidates should be able to act as a contact and follow up with clients, their experts, and partners where appropriate
- The candidates should be able to collaborate with TSMs to prepare investment and communication policies for clients
- The candidates should be able to take part in various transformation and continuous improvement initiatives, especially digitizing processes and communications with clients
- The candidates should be able to actively participate in the implementation of the client experience path, including preparation of meeting agendas, reports on meetings, and follow-up with clients according to established policies, standards, and procedures
Benefits:
- The candidates will get health and wellness program, Flexible group insurance, Generous pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program and Telemedicine service
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!