Opportunity Description
Drive client excellence in trust services with EQB as a Senior Trust Coordinator. In this hybrid role, you'll engage with high-net-worth clients to deliver exceptional estate solutions.
As part of Concentra Trust, you will support the delivery of superior service to clients and professionals. This position requires 3-5 years of experience in Trust and Estate administration, alongside strong analytical skills and proficiency in Microsoft Office. Your efforts will focus on ensuring compliance with service standards while maintaining and organizing critical client documentation.
Key Responsibilities:
• Analyze data for accurate reporting and insights
• Oversee business processes for new estate files
• Ensure timely client onboarding and documentation
• Collaborate to monitor and resolve client issues
• Support the review of marketing and thought leadership content
Requirements:
• Bachelor’s degree in business or re...
As part of Concentra Trust, you will support the delivery of superior service to clients and professionals. This position requires 3-5 years of experience in Trust and Estate administration, alongside strong analytical skills and proficiency in Microsoft Office. Your efforts will focus on ensuring compliance with service standards while maintaining and organizing critical client documentation.
Key Responsibilities:
• Analyze data for accurate reporting and insights
• Oversee business processes for new estate files
• Ensure timely client onboarding and documentation
• Collaborate to monitor and resolve client issues
• Support the review of marketing and thought leadership content
Requirements:
• Bachelor’s degree in business or re...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position