Senior Trust Officer

Job summary

The Senior Trust Officer will oversee daily operations for Registered Plans Bare Trustee Services and manage the strategy for agency and fee agreements. The role involves maintaining regulatory compliance, preparing audit documentation, and acting as a technical advisor for trust entities.

Job details

Conseiller principal ou conseillere principale, Services fiduciaires Montreal (Quebec). Mode hybride. Permanent, temps plein. Representant des services fiduciaires aupres des entites fiduciaires de l'organisation. Le poste porte sur les activites de fiduciaire nu, les comptes de clients individuels et directs, ainsi que les activites de depots strategiques. Au quotidien, la personne titulaire assume les operations des Services de fiduciaire nu pour les regimes enregistres. Il s'agit d'un poste d'expertise technique, et non de gestion de relations. RESPONSABILITES - Agir comme conseiller principal ou conseillere principale pour l'ensemble des activites de fiduciaire nu au sein des entites fiduciaires - Assumer les operations quotidiennes des Services de fiduciaire nu pour les regimes enregistres - Diriger la strategie et la mise en oeuvre des ententes d'agence et de frais, nouvelles et revisees - Administrer les comptes de fiduciaire nu et maintenir la conformite reglementaire - Preparer et tenir a jour la documentation d'audit - Gerer la prise en charge des nouveaux dossiers et l'administration des frais - Entretenir les relations de travail avec les agents et les partenaires internes - Expliquer en termes simples des questions techniques complexes EXIGENCES - 4 ans ou plus en services de fiduciaire nu, en administration de regimes enregistres ou en administration de valeurs mobilieres - Connaissance approfondie des exigences documentaires liees aux regimes enregistres - Bonne connaissance des exigences reglementaires canadiennes en services fiduciaires - Parfaitement bilingue, francais et anglais, a l'oral comme a l'ecrit CE QUI EST OFFERT - Avantages sociaux complets, revisions annuelles, primes liees au rendement - Regime d'achat d'actions avec contribution de l'employeur - Vacances payees, journees mobiles, autres options de conge - Tarifs preferentiels sur les produits et services - Mode de travail hybride Senior Advisor, Trust Services Montreal, Quebec. Hybrid. Permanent, full time. Reports to the Vice President, Operations, Trustee Services. THE ROLE Representative of trust services across the organization's trust entities. The focus is bare trustee activities, individual and direct client accounts, and strategic deposit activities. Day to day, this role owns the operations of Registered Plans Bare Trustee Services. It is a technical stewardship role rather than a relationship management one. RESPONSIBILITIES - Act as Senior Advisor for all bare trustee activities across the trust entities - Own day to day operations of Registered Plans Bare Trustee Services - Lead strategy and implementation of new and revised agency and fee agreements - Administer bare trustee accounts and maintain regulatory compliance - Prepare and maintain audit documentation - Manage new business intake and fee administration - Maintain working relationships with agents and internal partners - Explain complex technical matters in plain terms REQUIREMENTS - 4 or more years in bare trustee services, registered plans administration, or securities administration - Advanced knowledge of registered plan documentation requirements - Working knowledge of Canadian regulatory requirements for trustee services - Fully bilingual, French and English, spoken and written WHAT IS OFFERED - Comprehensive benefits, annual reviews, performance based bonuses - Employee stock purchase plan with employer matching - Paid vacation, floating days, additional leave options - Employee pricing on products and services - Hybrid work model

What you’ll do

The Senior Trust Officer will oversee daily operations for Registered Plans Bare Trustee Services and manage the strategy for agency and fee agreements. The role involves maintaining regulatory compliance, preparing audit documentation, and acting as a technical advisor for trust entities.

Requirements

Candidates must have at least 4 years of experience in bare trustee services, registered plans, or securities administration. Proficiency in Canadian regulatory requirements and full bilingualism in English and French are required.

Benefits

• Comprehensive benefits
• Annual reviews
• Performance based bonuses
• Employee stock purchase plan
• Paid vacation
• Floating days
• Employee pricing on products and services

Listed skills

• Regulatory Compliance · Preferred
• Financial Reporting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Bare trustee services
• Registered plans administration
• Securities administration
• Regulatory compliance
• Audit documentation
• Fee administration
• Technical stewardship
• Bilingualism
• Financial reporting
• Relationship management

Job areas

• Finance & Accounting
• Management & Leadership
• Administrative

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