Estates and Trusts Assistant

SaskatoonFull Timemid

OtherAssistant

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Quick Summary

Overview

Join a Challenger Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo.

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Join a Challenger

Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.

Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Work

The primary purpose of this position is to support the administration of Estates, Wills and Trusts by assisting with delivering timely, effective and efficient administration to the Department, and provide assistance to the Mortgage Trust Program (MTP) and general personal and corporate trust administration. 

Provide support to Sr. Trust Advisors with tasks they request to be completed

Accurate keying of information and transactions to the platforms, including receipt of funds, and payments from client accounts

Review new Wills and Power of Attorney and accurately update file information into the system of record

Prepare renunciation documentation for approval

Prepare letters or emails to accompany cheque for mailing, or notify client of EFT payments

Check obituary notices and compare to trust system for current client matches

Maintain filing standard and record/transfer files to offsite storage provider

Review and submit the daily cheque deposit summary for the department

Ensuring vendor invoices are paid and record invoices in organized manner for tracking

Tracking and ordering supplies for the department

Calling for necessary repairs on office equipment

Education

Minimum Two (2) years experience in an administrative or support role

Knowledge of Word, Excel and Outlook

Working knowledge of estates, wills and trusts or working toward gaining an understanding and knowledge of these products

Skills

Innovest system knowledge

Microsoft office skills, including Excel and Outlook

Adobe office knowledge

Attention to detail

Teamwork

Prioritize tasks

Organization

Customer service

Written and oral communication skills

Typing proficiency

Accountability

Reports directly to Sr. Trust Advisor  
Collaborates with estates and trust team on a daily basis. 
Priorities and tasks are set according to direction provided by Sr. Trust Advisor and above  
Empowered to bring forth ideas and suggestions for review  
Ability to prioritize their own work load 
Regularly communicate with external contacts  
Responsible for upkeep in their own processes and to train new peers 
Responsible for adapting to department changes

This role requires shifting priorities on a daily basis. Administration of multiple products requires the use of multiple systems for data entry and reporting.  