Manager, Centralized Trust Administration Group

6 months ago

Ottawa, Canada Scotiabank Full time

Requisition ID: 198768

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

**Manager, Centralized Trust Administration Group, Scotiatrust, Scotia Wealth Management**

As a **Manager, Centralized Trust Administration Group,** you lead and oversee Senior Trust Associates within Scotiatrust’s Centralized Trust Administration Group (CTAG), ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies, and procedures. CTAG provides support to Scotiatrust branches across the country, performing centralized administration activities that enable Trust Officers and Associates to focus more on proactive relationship management and delivering high quality service and an exceptional client experience.

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

- Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Participates as a member of Scotiatrust’s Discretionary Powers Council (BDPC), ensuring that all exercises of fiduciary discretion are carefully considered and appropriately documented and escalated where policy dictates.
- Oversees and manages a team of Senior Trust Associates within the Centralized Trust Administration Group to maintain consistency of policy and procedures to process payments/distributions, account openings, Estate Settlement tasks, as well as ongoing Trust administration processes, as documented. The incumbent will also contribute recommendations to process changes that align with risk as well as industry shifts.
- Works closely with Senior Manager, National Branch to optimize support for Scotiatrust at a National Level, ensuring that Trust Officers have the necessary administrative support to properly service their accounts and fulfill their mandates.
- Engages with partners within Scotiatrust as well as within the Bank to lead projects and key initiatives with a focus in centralizing activities to create capacity and efficiencies.
- Contributes to the training and ongoing development of Scotiatrust staff to ensure that policies and processes are followed and that the team is well positioned to deliver a coordinated and high-quality client experience.
- Responsible for coaching, mentoring, and managing the performance of trust and estate professionals to support the delivery of high-quality wealth management services to meet client needs.
- Leads a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communication vison/value/business strategy and managing succession and development planning for the team. Acts as the lead change agent especially related to new procedures and business development.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.

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

- Post Secondary degree or diploma
- TEP or equivalent designation an asset
- Knowledge of Scotiatrust services and policies
- Knowledge of Provincial Trust Laws and other Acts applicable to the administration of E & T accounts
- Familiar with KYC principle with respect to Scotiatrust with knowledge of AML/ATF, QI, FATCA, CRS

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

  • Trust Associate, Centralized Trust Administration Group

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Trust Associate with Scotiabank's Centralized Trust Administration Group, you will provide proactive administrative and client service support to Senior Trust Associates and Scotiabank Relationship Managers with the day-to-day management, oversight, and account administration for client, beneficiary and Co-Trustee relationships.Key...

  • Trust Associate, Centralized Trust Administration Group

    4 weeks ago

    Ottawa, Canada Scotiabank Full time

       Requisition ID: 208716Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate within Scotiatrust’s Centralized Trust Administration Group (CTAG), you provide proactive administrative and client service support to Senior Trust Associates and Scotiatrust Relationship Managers with the...

  • Trust Administrator

    5 months ago

    Ottawa, Canada BMO Financial Group Full time

    1600 Carling Avenue Ottawa Ontario,K1Z 1B4 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...

  • Regional Director, Trust

    2 months ago

    Ottawa, Canada BMO Financial Group Full time

    1600 Carling Avenue Ottawa Ontario,K1Z 1B4 Leads team to provide high quality administration, relationship management and sales to Trust & Estate clients to deliver an exceptional client experience. Provides leadership and technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Provides leadership,...

  • Estate and Trust Administrator, Md Private Trust

    5 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 192535 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Estate and Trust Administrator provides administrative support to MD Private Trust Central Administration ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high...

  • Trust and Estate Administrator

    5 months ago

    Ottawa, Canada BMO Financial Group Full time

    1600 Carling Ave Ottawa Ontario,K1Z 1B4 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...

  • Senior Trust and Estate Manager

    4 weeks ago

    Ottawa, Ontario, Canada BMO Financial Group Full time

    Job SummaryVentes et service, Gestion de patrimoineAs a Senior Trust and Estate Manager at BMO Financial Group, you will lead a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients, delivering an exceptional client experience. You will provide leadership and technical expertise for all aspects of Trust &...

  • 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...

  • Regional Director, Trust

    4 weeks ago

    Ottawa, Ontario, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Regional Director, Trust to join our team at BMO Financial Group. As a key member of our Private Banking division, you will be responsible for leading a team of trust professionals to provide exceptional client service and support to our high net worth clients.Key ResponsibilitiesLead a team of trust...

  • Senior Trust and Estate Account Manager

    4 weeks ago

    Ottawa, Ontario, Canada BMO Financial Group Full time

    Job SummaryVentures et service, Gestion de patrimoineLeads a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients to deliver an exceptional client experience. Provides leadership and technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Provides...

  • Regional Director, Trust Services

    1 month ago

    Ottawa, Ontario, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a seasoned Trust and Estate Director to lead our team in providing exceptional administration, relationship management, and sales to our Trust and Estate clients. As a trusted advisor, you will provide leadership and technical expertise for all aspects of Trust and Estate account management and administration to ensure...

  • Estate and Trust Administrator

    5 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 182582 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Trust Administrator is provides administrative support to the Trust Officer (TO) ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high standards of client service,...

  • Trust Associate

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 187579 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Trust Associate

    4 weeks ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 208716 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Associate Trust Officer

    2 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 206889 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As the **Associate Trust Officer, **you are responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services at established service quality levels and fee rates in accordance with corporate...

  • Trust Associate

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Trust Associate to provide administrative support to our Trust Officers in the Wealth Management division. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and ensuring the smooth operation of our trust services.Key...

  • Bilingual Trust Officer

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 183612 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose 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, Md Private Trust, Ottawa On

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 191748 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you? In this role you will**: - Leads the estate and trust administration of more complex accounts with assistance and support of Trust Administrator, Tax Officer, Estate & Trust Advisor and Regional Trust...

  • Lead Product Manager

    1 month ago

    Ottawa, Ontario, Canada Payments Canada Full time

    Job Title: Lead Product Manager - Central Fraud ServicesAt Payments Canada, we are seeking a highly skilled Lead Product Manager to join our team. As a key member of our Payment Products team, you will play a critical role in advancing our objective to shape the future of payments and ensure a trusted and secure payment system with central fraud...

  • Bilingual Trust Associate, Md Private Trust, Ottawa

    5 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 190665 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role of the Trust Associate is to provide administrative support to the Trust Officer to ensure quality and timeliness of completion of Estate, Trust & POA Administration. This position contributes to maintaining high standards...