Estates and Trusts Assistant

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.

The core parts of your role would be to::
• 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

Let's Talk About You!:
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

Job Complexities/Thinking Challenges:
This role requires shifting priorities on a daily basis. Administration of multiple products requires the use of multiple systems for data entry and reporting.

What we offer [For full-time permanent roles]

💰 Competitive discretionary bonus
✨ Market leading RRSP match program
🩺 Medical, dental, vision, life, and disability benefits
📝 Employee Share Purchase Plan
👶🏽 Maternity/Parental top-up while you care for your little one
🏝 Generous vacation policy and personal days
🖥 Virtual events to connect with your fellow colleagues
🎓 Professional development and comprehensive Career Development program
💛 A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We can’t wait to get to know you!