Analyst, Trust and Philanthropic Services

A career as an Analyst, Trust and Philanthropic Services within the National Bank Trust team allows you to play a key role in the quality, efficiency, and ongoing evolution of our operational activities.

In this role, you act as a key resource and partner for the team and our various stakeholders. Through your operational expertise, sound judgment, analytical skills, and ability to manage more complex situations, you actively contribute to delivering an exceptional client and employee experience.

Your role

• Independently manage complex operational files and situations and ensure their resolution.
• Act as a key resource for team members on matters requiring specialized expertise or in-depth analysis.
• Analyze operational issues, identify root causes, and recommend sustainable solutions.
• Identify risks, potential blind spots, and opportunities for process improvement.
• Ensure the quality and accuracy of operations by performing the necessary validations and controls.
• Contribute to the development and enhancement of operational controls and monitoring mechanisms.
• Conduct the necessary follow-ups with various partners to move files forward and resolve issues.
• Support team members in developing their knowledge and promote knowledge and expertise sharing.
• Participate in documenting procedures and best practices.
• Collaborate with various teams to identify and implement solutions that improve operational efficiency.
• Help identify opportunities to automate and optimize manual activities.
• Ensure compliance with applicable standards, procedures, and regulatory requirements.
• Exercise sound judgment when prioritizing requests and issues, particularly when several situations require attention at the same time.

Your team

Our team values collaboration, knowledge sharing, continuous improvement, and ideas that help evolve the way we work.

In your role, you hold an important position within the team, contributing not only to day-to-day operations but also to the continuous improvement of our practices.

You are part of a large team of approximately 160 colleagues and report to a Director of Trust Services. Working hours are between 8:30 a.m. and 5:00 p.m., depending on operational needs. You are also expected to work from the office two days per week, on a rotating basis.

The diversity of expertise and experience within the organization will also allow you to expand your knowledge and progressively increase your level of influence and responsibility.

Prerequisites

• A university degree in a relevant field, combined with significant experience in operations, financial services, or a related field.
• Demonstrated experience managing complex files and resolving operational issues.
• Good knowledge of banking products, services, and processes.
• Knowledge of processes related to estates and trusts is a significant asset.
• Ability to analyze situations, identify risks, and make recommendations.
• Strong ability to work independently and manage multiple priorities.
• Ability to engage colleagues and build support around proposed solutions.
• Ability to coach and support colleagues in developing their knowledge.
• A continuous improvement mindset and the ability to constructively challenge existing ways of working.
• Excellent proficiency with Microsoft Office and collaboration tools.
• Professionalism, attention to detail, sound judgment, and discretion.
• Excellent interpersonal skills and the ability to collaborate with multiple teams and partners.