Bilingual Banking Associate – Estate Files
Are you fluent in English and French with a keen eye for detail? Apply Now!
Working with one of our top financial clients, this role calls for a Bilingual Banking Associate – Estate Files. This position involves supporting estate processing and providing exceptional operational support within a dynamic team environment. The successful candidate will contribute to maintaining high standards of accuracy, customer service, and compliance, with opportunities for growth in a reputable financial institution.
Pay rate range (CAD): $17.60/hr – $24.88/hr
Responsibilities
- Process estate files, including transactions and document management
- Communicate with authorized representatives and family members of the deceased
- Provide operational support to ensure service level goals and targets are met
- Handle sensitive customer inquiries with compassion and professionalism
- Support partner relationships and maintain operational effectiveness
- Adhere to SLAs and productivity metrics
- Assist in resolving customer issues escalated through established processes
- Document and track estate transactions accurately
- Collaborate with team members in a fast-paced, independent environment
Desired Skill-Set
- Proficiency in MS Office Suite (Excel, Outlook, Word)
- Strong attention to detail and accuracy
- Ability to work independently and manage multiple tasks
- Excellent time management skills and ability to meet deadlines
- Adaptability to change and fast-paced environments
- Compassionate and empathetic phone etiquette handling sensitive matters
- Effective communication skills with internal and external stakeholders
- Experience working with SLAs and high-volume workloads
- Organizational skills and ability to multitask
- Accounting or bookkeeping understanding
Nice to Have
- Bilingual in English and French
- Previous banking experience
- Administrative or operational officer background
- Experience in collections, estates, or accounting
- Customer service experience with client-facing responsibilities
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.