Expert Trust Services - Estate settlement

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Health & wellness

Group insurance

Pension plan

Employee Share Ownership

Family assistance

Preferred banking

Community initiatives

Telemedicine

Sleep clinic

Job summary

National Bank Trust is seeking an Expert in Fiduciary Services to join the Trust and Estate Services team. You will act as a legal specialist in the administration of estates, trusts and protection mandates, delivering tailored recommendations to clients.

In collaboration with internal partners and external specialists, you will coordinate legal activities, analyze wills and documents, oversee file progress and evolution, and conduct regulatory research.

Qualifications

• Have relevant experience in estate settlement, trust administration or 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.

Responsibilities

• Coordinate 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.

Skills

Corporate Trust Services

Empathy

Estate Administration

Estate Law

Estate Planning

Initiative

Learning Agility

Notary

Organization Skills

Prioritization

Relationship Building

Resiliency

Teamwork

Trust Services

Job description

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 team

National 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

• 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, Notary, 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 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.

What can you bring to our team?