Job Description

Senior Estates and Trust Coordinator (12 month Contract)

Location: Toronto
Work Arrangement: Hybrid (office location: 2200-25 Ontario Street, Toronto, ON)

The Work

The Senior Estates and Trust Relationship Coordinator is an integral part of Concentra Trust and Estate solutions dedicated to supporting the delivery of service excellence to partners, COI's and clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the service teams.

The position is client-facing, requiring interaction with high-net-worth clients and external professionals, delivering exceptional service while ensuring that all relevant processes and standards are followed.

The core parts of your role would be to:

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.

Requirements

Education

Bachelor's degree in business or related field
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.

Compensation & Benefits

Note: Benefits listed are 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

About the Company

At EQB, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. And as the exclusive financial partner of Loblaw Companies Limited's PC Optimum™ loyalty program, we're woven into the daily lives of more than 18 million members across Canada.

We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.

What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.

Equity, Diversity & Inclusion

EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We're equally committed to supporting your growth, both professionally and personally.

We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.

EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.

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