Estate Portfolio Manager at Tangerine Bank

Elevate your career as an Estate Portfolio Manager with Tangerine Bank, where you'll oversee estates and Power of Attorney portfolios in Toronto or Moncton. Harness your financial services background to support executors and beneficiaries effectively.

As an Estate Portfolio Manager, you will leverage your 2+ years of financial services experience to manage estate documentation, support probate activities, and build strong relationships with key stakeholders. You'll guide executors and beneficiaries in navigating Tangerine's deposit products while ensuring legal compliance and high accuracy in settlement decisions.

Key Responsibilities:
• Manage estate and Power of Attorney portfolios effectively
• Review documentation and validate legal compliance
• Build relationships with executors, beneficiaries, and lawyers
• Recommend suitable deposit products to clients
• Collaborate across departments to resolve complex cases

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