05 Sep
|
TEEMA Group
|
Winnipeg
05 Sep
TEEMA Group
Winnipeg
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 setting.
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 • Strong attention to detail and organizational capabilities
Bring your expertise to National Bank and support impactful Trust and Estate management. #J-18808-Ljbffr
📌 Trust & Estates Administrator at National Bank (Winnipeg)
🏢 TEEMA Group
📍 Winnipeg