Trust and Estate Portfolio Manager

1 day ago


Calgary, Alberta, Canada Bank of Montreal Full time
Job Description:

The Bank of Montreal is seeking a highly skilled Trust and Estate Portfolio Manager to join our team. As a key member of our organization, you will play a vital role in delivering exceptional client experiences and ensuring compliance with regulatory requirements.

About the Role:
  • This position requires at least 5-7 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • You should possess in-depth knowledge of Personal Trust Administration processes and procedures, Trust Tax, Trust Accounting, and Investment Management.
  • A Bachelor's degree in Finance or a related field is preferred.

Responsibilities:

Key Responsibilities:
  1. Provides high-quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
  2. Works collaboratively within the branch and regional team as part of the client/relationship management solution.
  3. Manages trust, agency, or probate accounts in the role of trustee.
  4. Recommends and implements solutions based on analysis of issues and implications for the business and the client.
  5. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  6. Monitors and tracks performance, and addresses any issues.
  7. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities.
  8. Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.
Benefits:
  • An estimated salary of $90,000 - $120,000 per year, depending on experience.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • A retirement savings plan with employer matching contributions.
  • Ongoing training and professional development opportunities.
Requirements:
  • Bachelor's degree in Finance or a related field.
  • In-depth knowledge of Personal Trust Administration processes and procedures.
  • In-depth knowledge of Trust Tax, Trust Accounting, and Investment Management.


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