Regional Trust Officer, Md Private Trust

5 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 194480

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

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.

**Is this role right for you? In this role, you will**:

- Meet 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 minimize 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 pro-actively fashion.
- 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 non-discretionary 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.

**Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**:

- Proven experience in estate and trust administration
- University degree or college diploma in business, commerce or financial planning or equivalent experience
- Accreditation: CETA or TEP (STEP Canada); MTI - Personal Trust (CSI Global Education Inc.), or equivalent
- In-depth knowledge of relevant legislation, taxes and government filing requirements regarding estates and trusts, trust systems and reporting
- Demonstrated experience with Microsoft Office Suite
- Ability to travel as required within assigned territory
- Must be a Notary

**What's in it for you?**
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we’re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able

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