Laurentian Bank
Senior Trust Services Advisor Opportunity
Job Description
Shape your career with Laurentian Bank as a Senior Advisor for Trust Services. This role prioritizes strong expertise in registered plans while offering a remote-friendly work model.
Located within Laurentian Bank Securities, this pivotal position manages the trust services operations of multiple entities. You will excel in developing strategic initiatives, ensuring compliance with tax laws, and providing technical guidance to clients and agents. Your efforts will facilitate ongoing enhancements to trustee activities and uphold our commitment to operational excellence.
Key Responsibilities:
• Lead bare trustee service operations effectively
• Manage registration and administration of trust products
• Maintain and update agency agreements
• Analyze complex regulatory issues impacting clients
• Support ongoing training and development for agents
Requirements:
• Bachelor's degree or equivalent in related fields
• Minimum 8 years of related experience
• Pro...
Located within Laurentian Bank Securities, this pivotal position manages the trust services operations of multiple entities. You will excel in developing strategic initiatives, ensuring compliance with tax laws, and providing technical guidance to clients and agents. Your efforts will facilitate ongoing enhancements to trustee activities and uphold our commitment to operational excellence.
Key Responsibilities:
• Lead bare trustee service operations effectively
• Manage registration and administration of trust products
• Maintain and update agency agreements
• Analyze complex regulatory issues impacting clients
• Support ongoing training and development for agents
Requirements:
• Bachelor's degree or equivalent in related fields
• Minimum 8 years of related experience
• Pro...