Senior Advisor Services Associate (Trust & Estate)
$65,000–$75,000 year
On-siteVancouver, British Columbia, Canada
Job Summary
Process Trust and Estate account administration, including estate settlements, transfers, and documentation while responding to client and advisor inquiries. Act as the subject matter expert on Custodian (NBIN) back-office processes, day-to-day services, and internal systems to provide professional responses following established SLAs. Monitor designated mailboxes, conduct follow-ups, escalate pending items, and schedule meetings with NBIN to expedite resolutions. Liaise with internal teams and external vendors to complete service inquiries, identify departmental patterns, and conduct training for advisory teams. Close completed tickets, participate in team meetings to address processing issues, and assist special projects as assigned.
Required Qualifications
- Previous knowledge of National Bank Independent Network back-office process and various applications
- 1–2 years of hands-on experience supporting Trust and Estate administration, including related processing and documentation
Desired Qualifications
- 3-5 years of administrative experience, back-office experience in a CIRO firm environment is strongly preferred
- Thorough knowledge of securities/CIRO industry operational processes, internal procedures/products, various registered and non-registered account types, documentation requirements on account opening, and systems an asset
- Excellent verbal and written communication skills
- Proficiency with MS Office applications
- Strong analytical skills with attention to detail
- Demonstrated ability to prioritize, multitask, work within time constraints and follow-up
- Demonstrated ability to work in a high volume and time-demanding environment
- Demonstrated ability to learn quickly, retain information, achieve results, and thrives within a fast-paced environment
- Strong analytical, problem-solving, and organizational skills
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