Trust and Estate Portfolio Manager
1 day ago
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:- Provides high-quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
- Works collaboratively within the branch and regional team as part of the client/relationship management solution.
- Manages trust, agency, or probate accounts in the role of trustee.
- Recommends and implements solutions based on analysis of issues and implications for the business and the client.
- 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.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities.
- Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.
- 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.
- 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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