This position reports to the sector Manager of NBF,NBIN,1859 of the Estate Expertise Center.

Your main challenges as a senior attendant will be:

• Perform independently various complex administrative activities according to established policies, standards, and procedures
• Respond appropriately to requests from clients or stakeholders involved in files by offering professional and courteous service
• Conduct information searches and then send the information to the people concerned
• Carry out verifications and analysis to ensure the accuracy of data and operations
• See that detected errors are corrected

More specifically, you will have to:

• Receive, analyze and index the data necessary for the processing of an inheritance file
• Produce various types of letters using data collected across multiple systems
• Update customer data
• Validate and process banking transactions
• Receive physical documents and emails from group boxes for distribution to ensure support
• Order and return records from Iron Mountain
•  Perform simple customer transactions
• Perform all other related administrative tasks.

Competencies required:

• High school diploma and 3 years of relevant experience or College diploma and 1 year of relevant experience
• Experience in the financial field, desirable
• Good knowledge of Word, Excel and Outlook software
• Autonomy, initiative, and sense of organization
• Speed and precision of execution
• Analytical and synthetical mind
• Bilingualism (spoken/written) French and English desirable

Your benefits:

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.