Eqbank
Senior Estates and Trust Coordinator (12 month Contract)
Toronto · Senior · Full-time
Sponsorship not specifiedDetected 61 days ago
CRMLeadershipCommunicationCollaborationMicrosoft Office
About the role
- 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
- Identifies and recommends best practices to services teams on key data metrics within our CRMs to ensure efficient and accurate input of data
- Includes collaboration with appropriate departments
Responsibilities
- 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.
- Deliver industry-leading standards in client experience for new business acceptance and procedures, ensuring compliance with company policies.
Requirements
- Bachelor's degree in business or related
- Proficiency in Microsoft Office, particularly Excel.
Skills
- Strong written and oral communication skills
Compensation
- Develop and produce quarterly and annual reporting for internal leadership and external centers of influence as required
Benefits
- Equity, Diversity & Inclusion EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported.
Company info
- As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position.
This listing is sourced directly from Eqbank's careers page and normalized into a canonical job model.