A hybrid role at EQ Bank | Equitable Bank.
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Evaluates and interprets data from both quantitative and qualitative perspectives, generated by internal CRM platforms, to identify and create the necessary reports that align with team and business group objectives.
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
Oversees the new business process, including reviewing documents and ensuring the accuracy of key clauses
Identifies and recommends best practices to services teams on key data metrics within our CRMs to ensure efficient and accurate input of data
Develop and produce quarterly and annual reporting for internal leadership and external centers of influence as required
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.
Supports the review and oversight of thought leadership content, webinar processes and marketing material, to ensure timely delivery and co-ordination. Includes collaboration with appropriate departments
Discuss file intricacies with trust administration (back office) staff to determine priorities and ensure a smooth transition
Deliver industry-leading standards in client experience for new business acceptance and procedures, ensuring compliance with company policies.
Let's Talk About You!
Education
Bachelor’s degree in business or related
Three to five (3-5) years’ experience in the financial services industry with experience in Trust and Estate administration
Enrollment in the first course of the STEP Certificate program in Trust and Estates
Hard Skills
Proficiency in Microsoft Office, particularly Excel.
Strong written and oral communication skills
Strong attention to detail, with a focus on quality, compliance, and organization
Active listening and effective response to client needs
Results-oriented, with a collaborative mindset and a strong sense of teamwork.
EQ Bank | Equitable Bank
Other
54 open roles on Sydicom
Equitable Bank is a Canadian Schedule I bank that operates its digital banking platform, EQ Bank. It offers a range of online banking services including high-interest savings accounts and GICs, alongside personal and commercial banking solutions.
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