Senior Estates and Trust Coordinator

EQ Bank | Equitable Bank•Toronto, ON

7d•Hybrid

About The Position

The Senior Estates and Trust Relationship Coordinator is an integral part of Concentra Trust and Estate solutions dedicated to supporting the delivery of service excellence to partners, COI’s and clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the service teams. The position is client-facing, requiring interaction with high-net-worth clients and external professionals, delivering exceptional service while ensuring that all relevant processes and standards are followed.

Requirements

Bachelor’s degree in business or related
Three to five (3-5) years’ experience in the financial services industry with experience in Trust and Estate administration
Proficiency in Microsoft Office, particularly Excel.
Strong written and oral communication skills
Strong attention to detail, with a focus on quality, compliance, and organization
Active listening and effective response to client needs
Results-oriented, with a collaborative mindset and a strong sense of teamwork.

Nice To Haves

Enrollment in the first course of the STEP Certificate program in Trust and Estates

Responsibilities

Evaluates and interprets data from both quantitative and qualitative perspectives, generated by internal CRM platforms, to identify and create the necessary reports that align with team and business group objectives.
Co-ordinates with trust officer to ensures the administration of assigned files are carried out in accordance with understood service guidelines, parameters and posted service standards for accuracy and timeliness.
Oversees the new business process, including reviewing documents and ensuring the accuracy of key clauses.
Identifies and recommends best practices to services teams on key data metrics within our CRMs to ensure efficient and accurate input of data.
Develop and produce quarterly and annual reporting for internal leadership and external centers of influence as required.
Monitor client satisfaction, collaborate with other business units to resolve issues, and ensure administrative and operational service standards are met or exceeded.
Organize onboarding of new clients and maintain client documentation in a standardized filing format to ensure all records are accessible and properly organized.
Supports the review and oversight of thought leadership content, webinar processes and marketing material, to ensure timely delivery and co-ordination. Includes collaboration with appropriate departments.
Discuss file intricacies with trust administration (back office) staff to determine priorities and ensure a smooth transition.
Deliver industry-leading standards in client experience for new business acceptance and procedures, ensuring compliance with company policies.