Director & trust officer

1 week ago

Calgary, Canada BMO Financial Group Full time
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Ventes et service, Gestion de patrimoine

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. li>

Provides day to day technical support team members responsible for fiduciary account management.Manages trust, agency or probate accounts in the role of trustee.Recommends and implements solutions based on analysis of issues and implications for the business and the client.Helps determine business priorities and best sequence for execution of business/group strategy.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Monitors and tracks performance, and addresses any issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.Provides input into the planning and implementation of operational programs.Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.Ensures the timely and accurate processing of trade order management activities.Identifies and escalates all irregularities and discrepancies to management.Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.Leads/participates in the design, implementation and management of core business/group processes.Develops and manages a business/group program.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; li>Meets high-quality service standards to maximize relationship retention and growth.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Provides specialized consulting, analytical and technical support.

Qualifications:

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Bachelor’s degree in Finance or related field preferred.
  • In-depth knowledge of Trust Tax, Trust Accounting and Investment Management.
  • In-depth knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Data driven decision making - In-depth.

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