Senior Trust Administrator I

Application Deadline:

04/29/2025

Address:

320 S Canal Street

Job Family Group:

Wealth Sales & Service

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 administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
• Meets high-quality service standards to maximize relationship retention and growth.
• Develop