Become a Trust & Estates Account Manager, focusing on comprehensive administration and client service within the National Bank environment. Leverage your analytical and organizational skills to contribute effectively.

This role requires 1-2 years of experience in Trust and Estate processing, alongside 3-5 years in administrative functions, particularly in a CIRO-regulated setting. You will support estate settlements, manage advisor inquiries, and ensure accurate documentation while staying current with industry changes. Your input will aid in enhancing communication between teams and driving process improvements.

Key Responsibilities:
• Process estate settlements and requests with attention to detail
• Support day-to-day client service operations and inquiries




• Conduct training sessions for advisory teams on procedures
• Track outstanding requests and respond within SLAs
• Collaborate with internal and external partners for resolution

Requirements:
• 1-2 years in Trust and Estate functions
• 3-5 years in administrative support roles
• Knowledge of NBIN processes is preferred
• Robust verbal and written communication skills
• Ability to thrive in high-volume, time-sensitive situations

Utilize your organizational skills to impact Trust and Estate administration effectively.
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📌 Trust & Estates Account Manager (British Columbia)
🏢 TEEMA Group
📍 British Columbia