Regional Trust Officer

2 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
Requisition ID: 164517

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

How You Will Contribute:


Reporting to the Manager, Regional Trust Officers, you will be accountable for building trusted relationships with client to facilitate the administration of activities associated with estate and trust settlement.

You will proactively manage relationships with family members and others during the settlement of deceased clients' estates, ensuring transparency and comprehension of required activities.

You will also network and promote MDPT services to MD Management and beneficiaries to identify new business opportunities for MD.


Relative to
Estate Administration, you will:

  • Met with beneficiaries/co-executors/co-liquidators to obtain key documentation required to facilitate estate settlement and ensure regular and proactive communication to all key parties throughout the settlement process.
  • Complete an initial assessment of requirements for safeguarding and appraisals for real estate, household items and personal effects.
  • Review initial estate documentation and related forms ensuring thoroughness, accuracy, and consistency to be forwarded to Central Administration (Home Office) to commence with administration activities.
  • Follow relevant provincial legislation and MD policy during estate settlement process.
  • Identify matters requiring the exercise of executor/trustee discretion and participate in the discretionary decision process by gathering relevant client information and making recommendations to Discretionary Committee.
  • Participate in collaborative tax planning and execution of strategy with Senior Trust Officer / Trust Officer and Tax Officer to minimise income tax owing by estate, beneficiaries or deceased.
  • Partner with Clients, Regional Estate and Trust Administrator, and other parties as necessary to obtain documentation, personal information, statutory declarations, distribution instructions, tax information, releases, approvals, to ensure administration is on plan
  • Liaise and consult with Senior / Trust Officer (STO/TO
  • Home Office) during the estate and trust administration with assistance and support of Regional Estate & Trust Administrator, Senior Trust Administrator, Tax Officer and Estate & Trust Advisor.
  • During estate and trust administration, you will partner with a broader network of MD financial experts (Senior Trust Officers, Trust Officers, Regional Estate & Trust Administrators, Senior Trust Administrators, Tax Officers and Estate & Trust Advisors) to ensure client needs are addressed in a compassionate yet proactively fashion.
Related to
Testamentary Trusts and Powers of Attorney you will:

  • Review trust documentation and related forms, ensuring thoroughness, accuracy, and consistency prior to forwarding to Central Administration (Home Office).
  • Proactively manage relationships with clients, conducting periodic review, managing appropriate client records and notes, and ensuring MD Private Trust client service commitments are met or exceeded.
  • Review and approve invoices and nondiscretionary funding requests from beneficiaries, prepare documentation, and participates in discretionary decisions.
  • Communicate regularly with MDPT team members both informally and formally, to ensure the efficient and timely flow of information to all interested parties, conveying technical material in a manner that is tailored to the audience's level of interest and understanding.
  • Act as backup to the Estate and Trust Advisor on technical matters, as required.

What MD Expects of You:

  • A commitment to
    an exceptional client experience regularly delivering an exemplary experience built on a foundation of client first, attention to detail, mutual trust, and great integrity.
-
A sense of urgency:

  • what's urgent for your client is urgent for you. Attending to their needs is your priority.
  • You're a
    natural confidante possessing the interpersonal and communication skills that allow you to mentor others and deal with sensitive and difficult client situations in a gracious and professional manner.
  • The ability to
    work independently and as
    part of a broader team, always seeking out new ways to collaborate and contribute.
  • You
    embrace change thriving in a diverse environment of everchanging priorities where ambiguity, multitasking and tight deadlines are the norm.
-
A desire to learn - to further your knowledge of advanced estate and trust planning concepts and legislation.
-
A commitment to compliance - an understanding of industry regulations and associated requirements, an appreciation for Scotiabank's risk appetite, and a commitment to ethical day to day activities and decisions.
-
Confidence - in yourself, in MD's products, and in the advice you provide.

The Must Haves:

  • Proven experience in estate and trust administration.
  • University degree or col

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