Regional Support Manager, Trust, British Columbia & Prairies
Core
Provides leadership, operational support, and coaching to Trust professional support teams serving British Columbia and the Prairies regions to ensure timely, accurate, compliant, and high-quality service delivery.
Role type
Senior IC regional operations manager (trust administration)
Builds
Integrated, high-touch client experience for trust services
Domain
Financial services / Estate and trust administration
Required skills
Estate and trust administration expertise, operational judgment, team leadership and coaching, risk management, compliance monitoring, change management, data governance, process improvement
Preferred skills
Sales and relationship management experience, STEP CETA/TEP or STI/MTI designation, Canadian Securities Course (CSC)
Technologies
Business applications/systems for trust administration
Responsibilities
Lead, coach, and develop Trust support professionals; ensure adherence to policies and procedures; drive continuous improvement across team workflows; perform risk assessments and monitoring; coordinate management of databases; design and produce regular and ad-hoc reports; execute operational programs; source new sales & service professional candidates; deliver training programs; monitor operational controls and identify deficiencies; escalate irregularities and discrepancies to management.
Seniority
Senior, hands-on IC with supervisory responsibilities