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Indigenous Trust Specialist

2 months ago

Thunder Bay, Ontario, Canada BMO Full time
About the Role

BMO is seeking a highly skilled and experienced Indigenous Trust Specialist to join our team. As a key member of our Wealth Sales and Service team, you will be responsible for providing exceptional client service and technical expertise to Indigenous Trust clients.

Key Responsibilities
  • Provide high-quality sales and service to Indigenous Trust clients to deliver an exceptional client experience.
  • Provide technical expertise for all aspects of Trust account management and administration to ensure compliance.
  • Work collaboratively with partners and the regional team as part of the client/relationship management solution.
  • Identify and make referrals to other business groups as appropriate.
  • Foster a culture aligned to BMO's purpose, values, and strategy and role model BMO values and behaviors in all that you do.
  • Ensure alignment between values and behavior that fosters diversity and inclusion.
  • Regularly connect work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attract, retain, and enable the career development of top talent.
  • Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
  • Makes presentations to clients/prospects in conjunction with others based upon their needs.
  • Manage trust and agency accounts in the role of trustee.
  • Acts as the Relationship Manager to assigned indigenous clients and effectively interacts with others assigned to the client/relationship team.
  • Attends Indigenous Community meetings on and off reserve as required.
  • Reviews and interprets trust documents to ensure compliance.
  • Assesses assets for risk identification.
  • Works with stakeholders to ensure proper documentation and administration decisions.
  • 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.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • 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.
  • Performs set up & maintenance of Trust 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.
  • 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.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broad work or accountabilities may be assigned as needed.
Qualifications
  • Typically between 4 - 6 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 law, finance, or related field preferred.
  • Strong knowledge of Personal Trust Administration processes and procedures.
  • Broad knowledge of Trust Tax, Trust Accounting, and Investment Management.
  • Broad knowledge of fiduciary laws and, relevant tax regulations.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
  • Data-driven decision making - In-depth.