Trust Officer

3 hours ago

Vancouver, Canada BMO Financial Group Full time

2601-2609 Granville Street Vancouver British Columbia,V6H 3H2

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. Identifies and makes referrals to other business groups as appropriate.
- Identifies opportunities to grow existing relationships and develop new business.
- Makes presentations to clients/prospects in conjunction with others based upon their needs.
- Provides day to day technical support team members responsible for fiduciary account management.
- Manages trust, agency or probate accounts in the role of trustee.
- May act as the Relationship Manager to assigned clients and effectively interacts 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 the development of 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 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.
- 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 behaviour; 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 to 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.
- 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.
- Supports in audits and compliance reviews as assigned.
- 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.
- 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 that includes 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 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.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 5 - 7 years of relevant exp

  • Senior Trust Officer/Trust Officer

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Trust Officer to join our team at Royal Trust Corporation of Canada. As a Senior Trust Officer, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services business.Key...

  • Senior Trust Officer/Trust Officer

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Fiduciary Services Professional to join our team at Royal Trust Corporation of Canada. As a Senior Trust Officer, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services...

  • Senior Trust Officer/Trust Officer

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a vital role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of estate and trust services. You will be responsible for building and maintaining relationships with clients, beneficiaries, and...

  • Senior Trust Officer/Trust Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key ResponsibilitiesBuild and maintain strong relationships with clients, beneficiaries, and...

  • Senior Trust Officer

    1 month ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key Responsibilities:Build and maintain relationships with clients, beneficiaries, and...

  • Senior Trust Officer

    1 month ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key Responsibilities:Build and maintain relationships with clients, beneficiaries, and...

  • Trust Administrator

    5 months ago

    West Vancouver, Canada Heritage Trust Company Full time

    **Your daily duties and responsibilities will include**: - Under the guidance of senior trust officers, opening new files and managing basic trusts and estates while ensuring adherence to regulatory guidelines; - Maintain accuracy of client information; - Document all communications with clients; - Maintaining a bring forward system; - Occasional bank runs;...

  • Trust Officer

    5 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 193299 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Trust Officer** working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client...

  • Trust Officer

    5 months ago

    West Vancouver, Canada First Nations Bank of Canada Full time

    **About Us** First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK...

  • Associate Trust Officer

    2 weeks ago

    Vancouver, Canada Computershare Full time

    **Location: Vancouver, Canada** In this position, you’ll be based in the Columbia, MD office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.coM/Flex. **We give you a world of potential** Are you ready to build a career in the...

  • Executive Trust Officer

    5 months ago

    Vancouver, Canada TD Bank Full time

    **Executive Trust Officer - Indigenous Trust Services**: - 415599BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia, Manitoba **Hours** - 37.5 **Workplace Model** -...

  • Corporate Trust Officer

    5 months ago

    Vancouver, Canada Computershare Full time

    **Location: Vancouver (Hybrid)** This is a hybrid position primarily based in Vancouver. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. **Find out more about our culture of flexible working **.** **We give you...

  • Property Leasing Coordinator

    6 days ago

    Vancouver, British Columbia, Canada UBC Properties Trust Full time

    Role OverviewThe Property Leasing Coordinator is a key member of the UBC Properties Trust team, responsible for promoting the company's portfolio and community to tenants and prospective tenants.This role involves providing exceptional customer service to faculty and staff of UBC, ensuring a smooth transition to our neighbourhoods. The coordinator will...

  • Senior Trust Officer, Estate

    2 months ago

    Vancouver, British Columbia, Canada CIBC Full time

    ResponsibilitiesAs a Senior Trust Officer, Estate, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Estates, Trusts and Powers of Attorney.Key AccountabilitiesTimely,...

  • Senior Trust Officer, Estate

    2 months ago

    Vancouver, British Columbia, Canada CIBC Full time

    ResponsibilitiesAs a Senior Trust Officer, Estate, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Estates, Trusts and Powers of Attorney.Key AccountabilitiesTimely,...

  • Trust Coordinator

    5 months ago

    Vancouver, Canada First Nations Bank of Canada Full time

    **About Us** First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK...

  • Office Assistant

    4 months ago

    Vancouver, Canada Endeavor Trust Corporation Full time $18 - $20

    Endeavor Trust Corporation is a fast-growing provincially regulated financial institution located in downtown Vancouver. We play a key role in the Canadian securities market through participation in company initial public offerings, financings, mergers and acquisitions, and other corporate actions. We are hiring a diligent Junior Administrative Assistant to...

  • Office Assistant

    4 months ago

    Vancouver, Canada Endeavor Trust Corporation Full time

    Endeavor Trust Corporation is a fast-growing provincially regulated financial institution located in downtown Vancouver. We play a key role in the Canadian securities market through participation in company initial public offerings, financings, mergers and acquisitions, and other corporate actions. We are hiring a diligent Junior Administrative Assistant to...

  • Trust Services Officer, Payments

    5 months ago

    Vancouver, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Trust Administrator

    4 weeks ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **Trust Administrator** - 2403318 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Solus Trust Company (ST) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to...