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Director, Indigenous Trust at Howden, A Chart Industries Company | JobVerse
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Director, Indigenous Trust
Howden, A Chart Industries Company
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Director, Indigenous Trust
Canada
Full Time
6 days ago
$86,000 - $160,000 CAD
Apply Now
Key skills
Risk Management
Communication
Decision Making
Problem Solving
Collaboration
Account Management
Sales
About this role
Role Overview
Provides high quality sales and service to Indigenous Trust clients
Provides technical expertise for all aspects of Trust account management and administration
Works collaboratively within the regional and national team
Identifies and makes referrals to other business groups as appropriate
Oversees a book of Indigenous Trust business in Ontario and Eastern Canada
There is an ongoing requirement for travel to visit Indigenous Trust clients
Oversees the provision of content and marketing materials for new business proposals
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
Manages trust or agency accounts in the role of trustee
Acts as the Relationship Manager to assigned clients
Makes recommendations to senior leaders on strategy and new initiatives
Acts as a subject matter expert on relevant regulations and policies
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
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Monitors and tracks performance, and addresses any issues
Produces regular and ad-hoc reports, and updates dashboards
May provide specialized support for other internal and external regulatory requirements
Leads/participates in the design, implementation and management of core business/group processes
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required
Identifies business needs, designs/develops tools and training programs
Requirements
Typically 7+ years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
Bachelor’s degree in Finance or related legal or accounting field preferred
In-depth / expert knowledge of Trust Administration processes and procedures
In-depth / expert knowledge of Trust Tax, Trust Accounting and Investment Management
In-depth / expert knowledge of fiduciary laws including trust planning techniques, relevant tax regulations.
Verbal & written communication skills
In-depth / Expert
Analytical and problem solving skills
In-depth / Expert
Influence skills
In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration
In-depth / Expert
Able to manage ambiguity.
Data driven decision making
In-depth / Expert
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Apply Now
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