Opportunity Description
Join a high-performing team as an Estate Administration Specialist in Montreal, Quebec. This role focuses on client relationships, estate settlement advice, and regulatory compliance.
As an Estate Specialist, you will contribute significantly to the Estate Department, supporting all Canadian branches and estate clients. You will utilize your expertise in estate processes and lending products, ensuring compliance with regulations and internal policies. This position offers an opportunity to engage in leadership, team collaboration, and customer service excellence.
Key Responsibilities:
• Guide customers on the estate settlement process
• Champion a customer-focused culture for relationship deepening
• Review and correct incoming documentation accurately
• Support training and development of team members
• Implement effective risk management practices in daily operations
Requirements:
• Certification in Estates Ad...
As an Estate Specialist, you will contribute significantly to the Estate Department, supporting all Canadian branches and estate clients. You will utilize your expertise in estate processes and lending products, ensuring compliance with regulations and internal policies. This position offers an opportunity to engage in leadership, team collaboration, and customer service excellence.
Key Responsibilities:
• Guide customers on the estate settlement process
• Champion a customer-focused culture for relationship deepening
• Review and correct incoming documentation accurately
• Support training and development of team members
• Implement effective risk management practices in daily operations
Requirements:
• Certification in Estates Ad...
Interested in this opportunity? Apply now through Expertini.
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