Trust Officer – Fiduciary Specialist

• Administer a book of fiduciary relationships within a team-based environment
• Analyze trust and estate documents
• Implement client estate plans
• Ensure client accounts are managed according to sound fiduciary principles and applicable law
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework
• Maintain knowledge of internal policies and procedures covering distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews and overdraft management
• Identify and recommend process improvements and control development
• Serve as a subject-matter expert on fiduciary administration, governing instruments, fiduciary principles, applicable laws and prudent investing standards
• Act as a thought leader and culture carrier to influence outcomes and build an inclusive, collaborative and client-focused environment
• Train and mentor junior team members
• Participate in marketing and development initiatives with team leaders
• Fulfill applicable risk, compliance, monitoring, governance, escalation and remediation responsibilities

• 2+ years of Fiduciary Products experience or equivalent demonstrated through work experience, training, military experience and education
• Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
• Proven track record managing high net worth client relationships and portfolios
• Experience with complex trust structures
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• High level of organizational skills, including time and priority management
• Ability to collaborate effectively with relationship team members, clients' advisors and other colleagues
• Solutions-oriented and able to operate within a diverse, fast-paced environment
• Strong conflict resolution skills
• Strong leadership, communication and presentation skills, with the ability to explain difficult financial, tax and legal concepts to internal partners and clients
• Not eligible for Visa sponsorship

Demonstrates expertise in fiduciary administration, trust and estate document analysis, and client estate plan implementation while ensuring compliance with fiduciary principles and applicable laws. Proven ability to manage high net worth client relationships and mentor junior team members in a collaborative environment.

• Fiduciary Products Experience
• Trust Administration Practices
• High Net Worth Client Management
• Conflict Resolution Skills
• Leadership and Communication Skills

• Trust Administration
• Estate Settlement Processes
• Fiduciary Responsibilities
• Tax Considerations
• Process Improvement
• Risk Management
• KYC Requirements
• Account Maintenance
• Account Opening and Closing
• Prudent Investing Standards

• Organizational Skills
• Collaboration
• Solutions-Oriented Mindset
• Influencing Outcomes
• Mentoring

• Fiduciary Principles
• Client Experience
• Governance
• Compliance
• Monitoring