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Trust Officer

1 month ago

Vancouver, British Columbia, Canada Bank of Montreal Full time
DESCRIPTION OF SALES AND SERVICE SPECIALIST

Job Summary: Provides high-quality sales and service to Trust & Estate clients, delivering exceptional client experiences. Ensures technical expertise for all aspects of Trust & Estate account management and administration, maintaining compliance.

Key Responsibilities:

- Identifies opportunities to grow existing relationships and develop new business.
- Makes presentations to clients/prospects based on their needs in conjunction with others.
- Provides day-to-day technical support to team members responsible for fiduciary account management.
- Manages trust, agency, or probate accounts in the role of trustee.
- Acts as Relationship Manager to assigned clients, effectively interacting with others assigned to the client/relationship team.
- Recommends and implements solutions based on analysis of issues and implications for the business and the client.
- Assists in developing strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Breaks down strategic problems and analyzes 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, addressing any issues.
- Designs and produces regular and ad-hoc reports and dashboards.
- 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.
- Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging and identifies appropriate distribution channels.
- Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.
- Reviews requests with Fiduciary to make discretionary decisions about actions to be taken.
- Cross-trains team members to ensure coverage and contingency.
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely, accurate, and efficient service.
- Sets up and maintains Trust & Estate accounts, ensuring all compliance requirements are met within acceptable time frames.
- Ensures the timely and accurate processing of trade order management activities.
- Supports audits and compliance reviews as assigned.
- Identifies and escalates all irregularities and discrepancies to management.
- Leads/participates in the design, implementation, and management of core business/group processes.
- Develops and manages a business/group program.
- Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Performs sales & service support activities as required to meet client needs and maintain overall service levels.
- Provides administrative support to team members and relationship managers, including financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection, and other related activities; ensures proper documentation and administration decisions.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.

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 Personal Trust Administration processes and procedures.
- 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.
- Collaboration & team skills - In-depth.
- Analytical and problem-solving skills - In-depth.
- Influence skills - In-depth.