EQ Bank | Equitable Bank
Senior Estates Coordinator Hybrid Role
Job Description
Transform the future of banking with Concentra Bank as a Senior Estates and Trust Coordinator. Deliver high-quality service to elite clients in a hybrid work environment.
This client-facing role involves supporting operational excellence within Concentra's Trust and Estate solutions. You will handle data interpretations, collaborate with trust officers, and oversee client onboarding. Candidates should have three to five years of trust administration experience and be strong communicators ready to improve processes and client satisfaction.
Key Responsibilities:
• Evaluate data from CRM platforms for reports
• Maintain accuracy in trust files and administration
• Lead the onboarding processes for new clients
• Identify best practices for data efficiency
• Respond to issues and ensure service standards
Requirements:
• Bachelor’s degree in business or related discipline
• 3-5 years in Trust and Estate administration
• Enrollment in the STEP Certificate prog...
This client-facing role involves supporting operational excellence within Concentra's Trust and Estate solutions. You will handle data interpretations, collaborate with trust officers, and oversee client onboarding. Candidates should have three to five years of trust administration experience and be strong communicators ready to improve processes and client satisfaction.
Key Responsibilities:
• Evaluate data from CRM platforms for reports
• Maintain accuracy in trust files and administration
• Lead the onboarding processes for new clients
• Identify best practices for data efficiency
• Respond to issues and ensure service standards
Requirements:
• Bachelor’s degree in business or related discipline
• 3-5 years in Trust and Estate administration
• Enrollment in the STEP Certificate prog...