Senior Trust Administrator

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

+ Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.

+ Identifies opportunities to grow existing relationships and develop new business.

+ Makes presentations to clients/prospects in conjunction with others based upon their needs.

+ Provides day to day technical support team members responsible for fiduciary account management.

+ Manages trust, agency or probate accounts in the role of trustee.

+ May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.

+ Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.

+ Acts as a subject matter expert on relevant regulations and policies.

+ May network with industry contacts to gain competitive insights and best practices.

+ Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

+ 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.

+ Acts as the prime subject matter expert for internal/external stakeholders.

+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

+ 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.

+ Designs and produces regular and ad-hoc reports, and dashboards.

+ Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

+ Leads the development of the communication strategy focusing on positively influencing or changing behaviour.

+ Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.

+ Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.

+ Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.

+ May provide specialized support for other internal and external regulatory requirements.

+ Oversees the design, development, and implementation of tools and training required to deliver business results.

+ Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.

+ Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.

+ Leads/supports contract negotiations with vendors, balancing cost, risk and performance.

+ Oversees maintenance of Policies and Procedures Manual as required by internal and external changes..

+ Leads/participates in the design, implementation and management of core business/group processes.

+ Develops and manages a business/group program.

+ Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.

+ Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.

+ Performs sales & service support activities as required to meet client needs and maintain overall service levels.

+ Provides…