Bilingual Document Processing Specialist supporting legal documentation at McCarthy Tétrault. Preparing and correcting legal documents as part of a 24/7 team.
About the role
- Estate Specialist providing end-to-end estate settlement support at CIBC. Collaborating with clients and banking partners to manage sensitive estate-related matters.
Responsibilities
- Provide end-to-end support for Estate settlement
- Manage estate-related matters, including account settlements and escalations
- Support clients and representatives through emotional and challenging times
- Escalate issues that may impact client relationships
- Act as Subject Matter Expert on estate processing
- Deliver status updates to clients regarding estate matters
- Maintain clients' estate journeys with empathy and understanding.
- Work collaboratively with teams to settle deceased clients’ estates.
Requirements
- Bilingual in French and English
- Knowledge of all banking products (i.e., deposit accounts, investments, lending, mortgages, etc.)
- Empathy in sensitive client conversations
- System savvy, able to navigate varied systems
- Familiarity with Simplii products is an asset
- Detail-oriented with strong multi-tasking skills
- Experience in fast-paced, changing environments
- Collaborate effectively with Banking Centre employees and Executors
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to invest in your growth and development.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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