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Estates Account Manager, Level 1 - TangerineTangerine • Toronto, ON, CA
Estates Account Manager, Level 1 - Tangerine

Estates Account Manager, Level 1 - Tangerine

Tangerine • Toronto, ON, CA
8 days ago
Job type
  • Permanent
Job description

Is this role right for you?

In this role, you will:
  • Manage assigned Estate and Power of Attorney portfolios, including documentation review, legal validation, probate support, and guidance to executors and beneficiaries.
  • Process estates involving lending products, mutual funds, and registered/unregistered deposits, and initiate mortgage or lending recovery actions when required.
  • Build and maintain strong relationships with executors, beneficiaries, lawyers, financial institutions, and internal partners.
  • Identify financial needs and recommend suitable Tangerine deposit products to executors and beneficiaries, while referring mutual fund opportunities.
  • Make estate settlement decisions up to $100,000 and ensure all documentation complies with legal and policy requirements with high accuracy.
  • Collaborate with Legal, Risk, Fraud, Contact Center, CSL, CRG, and CBS leadership to resolve escalations and support complex cases.
  • Meet service level expectations for calls, emails, and inquiries while maintaining service quality, effective call control, and daily workflow coordination.
  • Support training of new associates, contribute to process improvements, update procedures, and participate in ongoing Estates/POA learning and development.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • 2–3 years of Financial Services experience (loans, mortgages, call centre, and sales), with estate administration experience and related coursework considered assets.
  • Strong understanding of tax, trust, family law, and regulatory requirements related to estates, along with knowledge of Tangerine policies and legal guidelines.
  • Excellent verbal and written communication skills, including the ability to prepare clear, detailed estate‑related documentation.
  • Strong interpersonal skills with the ability to interact professionally and diplomatically with clients, lawyers, beneficiaries, and internal partners.
  • Proficiency with PC software, Microsoft Office, multiple system navigation, and strong analytical and problem‑solving abilities.
  • Strong organizational and time‑management skills with the ability to prioritize and manage multiple tasks.
  • Ability to adapt to changing priorities and exercise sound judgment, discretion, and initiative.
  • Bilngualism (ENG/FR) is an asset.

What's in it for you?

  • You will be part of a diverse and inclusive team of Client-focused go-getters looking to learn from each other in an environment that celebrates and recognizes success!
  • You will have access to thousands of online and in person courses so you can shape your career growth with the support from diverse industry leaders.
  • You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.
  • You belong here, we are equal and un-complicated. Bring your true self to work.
  • You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.

Other Details:

  • Location: 3389 Steeles Avenue E, Toronto OR 1234 Main St, Moncton

*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)

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Estates Account Manager, Level 1 - Tangerine • Toronto, ON, CA

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