Come join Home Trust Company as a Deposit Operations, Estates Specialist in our Deposit Operations team!
Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.
FIRST THING – WHAT YOU NEED TO SUCCEED? We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!
WE CARE ABOUT OUR EMPLOYEES WELL-BEING, WHAT WE OFFER:
* Base salary, with yearly incentive performance bonus
* Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays
* Comprehensive benefit packages, offered through Manulife
* Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match
* $1000 Employee Referral Program
* Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks
* Education Assistance program
ABOUT THE ROLE:
The Deposit Operations, Estates Specialist is responsible for managing all aspects of estate processing within the Deposit Operations department. This role requires a detailed understanding of estate management procedures, excellent communication skills, and the ability to handle sensitive information with discretion and professionalism.
In addition:
* Manage the estate process from notification of a client's death through to the final settlement of the estate.
* Create and maintain estate cases in Dynamics CRM, including placing VIP flags on accounts and inputting critical information such as date of death and executor details.
* Ensure all required estate documents are collected, verified, and processed according to internal guidelines and legal requirements.
* Apply locks on Oaken Savings Accounts (OSA), active cash accounts, and digital banking access to prevent unauthorized transactions.
* Coordinate with internal teams, including the Contact Centre and Oaken Stores, to ensure timely and accurate processing of estate-related matters.
* Communicate effectively with executors, beneficiaries, and other stakeholders to provide information and resolve issues.
* Maintain up-to-date knowledge of changes in estate processing procedures and compliance requirements.
* Prepare and provide reports on estate processing activities to senior management as required.
WHAT WE REQUIRE:
* Authorized to work in Canada
* Great communication skills
* Bachelor’s degree in Finance, Legal Studies, or a related field.
* Minimum of 3 years of experience in estate administration or a similar role within financial services.
* Strong understanding of estate laws and regulations.
* Proficient in Microsoft Office Suite and CRM software, preferably Dynamics CRM.
* Excellent organizational, communication, and interpersonal skills.
* Ability to handle sensitive information with integrity and confidentiality.
PREREQUISITE: Maintain a positive supportive attitude, help to maintain an inclusive and supportive company culture!
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