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Full-Time
Remote

Manager, Trust Administration Services

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Description

This role involves overseeing all aspects of fiduciary trust account administration, including direct management of a team of 10-15 Trust Advisors and personal handling of significant accounts. The manager is responsible for ensuring accurate and timely trust administration in compliance with regulations, contributing to financial performance, maximizing client satisfaction, managing risks, and fostering a positive company culture through leadership and community involvement.

What We're Looking For

Manage all aspects of fiduciary trust accounts administration.,Manage resources for optimal efficiency, productivity, and client service.,Personally manage select, significant, and sensitive accounts.,Lead, coach, and develop a team of 10-15 Trust Advisors, including hiring, goal setting, performance, and compensation.,Identify and maximize sales and retention opportunities.,Provide high-level service, communication, and advice to trust beneficiaries.,Ensure timely and accurate trust administration according to document terms.,Utilize technology to improve operational effectiveness and efficiency.,Evaluate systems capabilities to meet business needs.,Identify additional client needs and refer to business partners.,Maintain professional expertise as a Trust Administration subject matter expert.,Assist the sales team in meeting fiduciary sales, retention, and profitability goals.,Manage, monitor, and minimize risk issues.,Foresee gaps, trends, and influence direction across Wealth Management Trust Group.,Maintain high performance standards and coach for excellence.,Serve as a resource on trust administration procedural and risk issues.,Ensure compliance with all relevant State and Federal regulations, employee policies, and corporate standards.,Ensure successful audits and exams.,Manage vendor relationships.,Raise the profile of TD Wealth Management through community involvement.,Model company culture both internally and externally.

Ideal Candidate

Bachelor's degree or progressive work experience.,10+ Years related experience.,Management experience and leadership skills.,Ability to negotiate, manage relationships, and influence across Business Lines.,Ability to challenge the 'way things are done' and drive change.,Systematic, integrated, critical/analytical thinker.,Enterprise Business acumen and Wealth Management credibility.,In-depth knowledge of trust administration, fiduciary law, and the probate process.,Excellent business development and relationship management skills.,Strong execution skills and action-oriented.,Organizational skills and ability to ensure staff adherence to policies and procedures.,Advanced communication skills, both verbal and written.

Minimum Education

Bachelor's Degree

Hard Skills

Trust administration
fiduciary law
probate process
risk management
compliance
financial results
sales
technology evaluation
vendor management
audit management

Soft Skills

Leadership
management
coaching
development
client service
advanced communication
negotiation
relationship management
influence
change agent
critical thinking
analytical thinking
business acumen
execution
action-oriented
organizational skills
teamwork
community involvement

Work Hours

40 hours/week

Benefits

Health and well-being benefits
savings and retirement programs
paid time off (Vacation PTO
Flex PTO
Holiday PTO)
banking benefits and discounts
career development
reward and recognition
training and onboarding
regular career and development conversations
online learning platform
mentoring programs

Special Commitments

Occasional Domestic Travel

About the Company

T

The Toronto-Dominion Bank

The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.

Inclusive
Community-focused
Professional
Growth-oriented
Caring
View all jobs at The Toronto-Dominion Bank

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