Elevate your career as a Senior Trust & Estates Specialist, where you'll manage estate administration and provide expert guidance. This role requires robust communication and organizational skills to align with client service requests.
In this position, you will leverage your 1-2 years of hands-on experience in Trust and Estate administration while supporting advisors and clients alike. You'll act as the subject matter expert on National Bank Independent Network's (NBIN) back-office platforms and assist with daily inquiries and transactions. Your attention to detail is crucial as you monitor service requests and train advisory teams on best practices.
Key Responsibilities:
• Support estate settlements, transfers, and documentation
• Respond to client and advisor inquiries accurately




• Train advisory teams and provide guidance when needed
• Monitor designated mailboxes and track outstanding requests
• Collaborate with internal and external teams for issue resolution
Requirements:
• 1-2 years in Trust and Estate administration
• 3-5 years in administrative or back-office roles
• Familiarity with NBIN processes and applications
• Strong verbal and written communication skills
• Ability to manage multiple priorities and urgent requests
Utilize your skills to enhance Trust and Estate administration at a reputable firm, building strong advisor and client relationships.
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📌 Senior Trust & Estates Specialist (Vancouver)
🏢 TEEMA Group
📍 Vancouver