fiduciary professional - Ottawa - beBeeEstate

    beBeeEstate
    beBeeEstate Ottawa

    1 week ago

    Job title: Senior Director, Trust

    Description

    Trust and Estate Specialist


    A professional in this role delivers exceptional client experience by overseeing fiduciary account management and providing strategic insights to senior leaders.



    Key Responsibilities:



    • Delivering excellent client service through effective communication and relationship building;

    • Oversight of fiduciary account management, ensuring timely and accurate execution;

    • Providing strategic insights to senior leaders on business growth opportunities and challenges;

    • Maintaining up-to-date knowledge of industry trends, regulatory requirements, and best practices.

      • The ideal candidate has 7+ years of experience in Trust Administration. This role offers a competitive salary range, highlighting the company's commitment to employee development within a supportive work environment.
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