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Associate Account Manager Trust and Estate Services

Apply now Job ID 33769240624 Date posted 08/03/2022

Primary Locations: Québec, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

  • Would you like to be part of a dynamic team at the National Bank Trust?
  • Are you committed to providing excellent customer service?
  • Would you like to contribute to the transformation of the Trust and Estate Services industry?

Then join the National Bank Trust and Estate Services team!

In this role, you will participate in the sector’s mission to principally offer trust services to individuals and provide specialized advice for affluent clients. For over 90 years, National Bank Trust has been recognized in the industry as a fiduciary partner to several generations of clients. We stand out for our savviness and professionalism, marked by impartiality and diplomacy.

Reporting to the Director of Trust and Estates, you will support the Account Managers in their daily activities and the clients belonging to the Estate and Trust Services sector in Quebec City and its surroundings.

In your role, you will have to interact with the Bank's various partners and other external organizations across Canada. Being an Assistant Account Manager at the Trust also means working in an environment that allows for individual growth. It means having the opportunity to learn and develop within a team that values customer satisfaction, teamwork and innovation. It will be through your independence, rigour, proactivity, and complicity that you will stand out.

Your main challenges will be:

  • Support Estate Trust account managers by providing a very high level of customer service and performing numerous administrative tasks to respond to individual client requests.
  • Actively participate in business development by identifying business opportunities and supporting account managers in growing portfolios and profitability.
  • Open files and perform various transactions for clients.
  • Provide superior customer service, in person, by telephone and by e-mail, for trust and estate clients.
  • Work closely with account managers to support them on a daily basis in the management of customer accounts and in any follow-up business opportunities.
  • Prepare and submit service agreements and negotiate medium-sized contracts with clients.
  • Perform various administrative tasks independently and resolve problematic situations with a goal for continuous improvement.
  • Proceed with requests to open customer files and keep them up to date.
  • Master business processes and industry practices.
  • Establish and maintain effective communication with the various stakeholders involved in the files.
  • The incumbent must be able to identify the risks inherent to the activities of the Personal and Commercial Banking management team

Want to know more about the position?


  • College degree and five years of relevant experience
  • Work experience and/or knowledge of Fiduciary services a strong asset
  • Knowledge of the Common Law an asset
  • Experience in customer service and administrative support
  • Experience in business development an asset
  • Proficiency in Word and Excel and the ability to use collaboration tools (Yammer, Teams)
  • Demonstrate a good sense of initiative and an appropriate level of independence
  • Bilingualism (spoken/written) French and English essential

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferred banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?


JobField: Wealth Management

Unposting Date: 2022-08-24

Job Number: SUP001E4

Posting Date: 2022-08-03

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