Elevate your career as a Level 1 CBS Estates Account Manager with Tangerine, where banking meets innovative technology. Help guide clients through estate and Power of Attorney processes effectively.

In this role, you will oversee a portfolio of clients navigating the estate settlement process, ensuring accuracy in all documentation and compliance with Tangerine’s policies. Strong interpersonal skills will be vital as you interact with executors, beneficiaries, and legal representatives while managing complex cases.

Key Responsibilities:
• Guide clients through estate and Power of Attorney documentation
• Process estates involving various financial products
• Foster connections with clients and legal entities
• Make estate decisions while adhering to compliance standards
• Contribute to training and development of team members

Requirements:
• 2–3 years in Financial Services or estate administration
• Unders...