Estate Processing Officer

Dexian; Montreal (administrative region); On-site; CAD 55,000 - 75,000; Full time

Job summary

Dexian is seeking a contract specialist to support banking operations related to estate accounts for deceased customers. You will freeze accounts, issue notifications, and ensure requests are processed accurately within SLAs in a highly sensitive environment.

The ideal candidate has a banking background, strong administrative skills, and fluent English and French. The role involves coordinating with internal teams and external parties while maintaining confidentiality.

Qualifications

• Fully bilingual in English and French.
• 2–4 years of banking or financial services experience.
• Proficiency in MS 365 (Outlook, Word, Excel).
• Strong administrative skills and ability to meet SLAs.
• Understanding of banking operations and account types.
• Strong customer service and communication skills.

Responsibilities

• Process requests related to deceased customers and estate accounts.
• Freeze or restrict accounts per established procedures.
• Send required notifications related to deceased accounts.
• Review account information and ensure all steps are completed.
• Provide administrative support and maintain records of estate activities.
• Communicate with internal teams and external parties as required.
• Maintain confidentiality and follow banking procedures.
• Meet SLAs and processing timelines with accuracy.

Skills

Bilingual EN/FR

Banking exp 2–4y

Meet SLAs

Banking ops knowledge

Tools

MS 365

Job description

Duration: 12 months contract (with possibility of extension/conversion)

Summary of the Role

The successful candidate will support banking operations related to customers who have passed away (estate accounts). The role will involve freezing and messaging customer accounts, ensuring requests are handled accurately and within established service-level agreements (SLAs), and providing administrative and operational support in a highly sensitive banking environment.

The ideal candidate will have a banking and financial services background, strong customer service and administrative skills, and the ability to communicate fluently in both English and French.

Typical Day-to-Day Responsibilities

• Process requests related to customers who have passed away and their estate accounts.
• Freeze or place appropriate restrictions on customer accounts in accordance with established procedures.
• Send required messages or notifications related to deceased customer accounts.
• Review and process account information accurately and ensure all required steps are completed.
• Provide administrative support and maintain accurate records related to estate account activities.
• Communicate with internal teams and external parties as required to support account-related requests.
• Work with sensitive customer information while maintaining confidentiality and following established banking procedures.
• Meet established SLAs and processing timelines while maintaining a high level of accuracy.

Must-Have Skills

• Fully bilingual in English and French, with strong written and verbal communication skills.
• 2–4 years of banking or financial services experience.
• Proficiency in MS 365, including Outlook, Word, and Excel.
• Strong administrative skills with the ability to consistently meet SLAs and deadlines.
• Strong understanding of banking operations and account types.
• Strong customer service and communication skills.

Nice-to-Have Qualifications

• Experience conducting KYC (Know Your Customer) checks.
• Experience handling estate/deceased customer accounts.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.