Purpose of the role:
As the Senior Trust Manager, you will be a Team Leader or other Senior professional in the relevant Trust Company. Accomplishes results through the management of professional team(s) or function(s).
Responsibilities:
- Serve on the Trust Company Review Committee
- Oversee, coach, guide and mentor team of Trust professionals
- Ensure all accounts are administered efficiently and in accordance with the firm's policies and procedures, legal requirements, governing instruments and with the highest level of client service
- Communicate effectively with internal and external clients and their advisors on all trust and company matters
- Represent the trust business both internally to Bankers and product partners, and externally to ultra-high net worth clients, prospects and their advisors
- Assist with the review of new business opportunities in conjunction with their Business Review team and opine on specific trust issues as appropriate
- Participate in internal audits and external regulatory exams, and in Risk Management Committees
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation, and safeguarding the group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards
Responsibilities:
- 6 + years of experience, including experience in Trust and Company management and Administration
- STEP qualification. Qualification in law, finance, or accounting would be an asset
- Proven experience in leading and managing a team; and/or strong subject matter expert knowledge and proven technical proficiency in the investment, legal and tax issues relative to Trust and/or Company Management
- Strong communication and proven presentation skills
- Foreign languages would be an asset
- Bachelor's/University degree