Senior Trust Strategist - Ottawa - beBeeFiduciary

    beBeeFiduciary
    beBeeFiduciary Ottawa

    5 days ago

    Full time

    Job title: Director and Senior Trust Officer

    Description

    We are seeking a seasoned professional to join our team in the role of Strategic Fiduciary Lead. This individual will be responsible for providing high-quality sales and service to clients, while also overseeing the provision of content and marketing materials for new business proposals.


    1. Developing relationships with clients and identifying opportunities to grow existing relationships;

    2. Providing day-to-day technical support to team members responsible for fiduciary account management;

    3. Managing trust, agency or probate accounts in the role of trustee;/li>
    4. Acting as Relationship Manager to assigned clients;
      and effectively interacting with others assignedto the client/relationship team;

    5. guidance on strategy;andsupportactivitiesmay includeconductingeconomicanalysiswithintheorganisation,-assessingleading indicatorsforbusinessperformanceandrecommendingimprovements;-usingdata-drivenapproachestoinfluenceresultsandincentivisingcollaborationamongstgroups-/listitem()


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