Join National Bank as a Trust & Estates Administrator, where you will manage account administration and drive client support initiatives. This role emphasizes strong problem-solving and analytical skills in a dynamic environment.
You will be responsible for overseeing estate settlements, transfers, and documentation while responding to client requests with precision. Your 1-2 years of experience in Trust and Estate support will be vital, along with your knowledge of NBIN back-office operations. You will actively participate in team initiatives, contributing to training and process improvements, ensuring service tickets are managed effectively.
Key Responsibilities:
• Administer estate settlements and provide documentation support
• Handle client service inquiries, including deposits and withdrawals
• Monitor service requests and provide timely follow-ups
• Assist in training and demonstrations for advisory teams
• Identify trends for service enhancement and recommend improvements
Requirements:
• 1-2 years in Trust and Estate administration
• 3-5 years in back-office or administrative roles
• Experience with NBIN processes is a major asset
• Proficient in Microsoft Office applications
• Robust attention to detail and organizational capabilities
Bring your expertise to National Bank and support impactful Trust and Estate management.
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📌 Trust & Estates Administrator at National Bank (British Columbia)
🏢 TEEMA Group
📍 British Columbia
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