Experience

BMO Global Asset Management

• Canada
• Financial Services
• 200 - 300 Employee

• Transition Manager, Trust Officer

  • Oct 2013 - Present

  • Analyze, present and obtain required documentation for account acquisitions • Facilitate client meetings and manage timelines • Identify resources to ensure client needs are met through out the transition • Serve as key stakeholder and SME related to opening accounts and conversions • Gather regulatory and legal documents for storage into an internal imaging system for client records • Research products and cost related to services that are out of scope with initial service… Show more • Analyze, present and obtain required documentation for account acquisitions • Facilitate client meetings and manage timelines • Identify resources to ensure client needs are met through out the transition • Serve as key stakeholder and SME related to opening accounts and conversions • Gather regulatory and legal documents for storage into an internal imaging system for client records • Research products and cost related to services that are out of scope with initial service level agreement • Guide clients and consultants through implementation decisions that might impact transition process • Partner with internal consultants to drive consensus among stakeholders • Coordinate and manage logistics of new business conversions • Oversee communication related to transfer of assets and investments • Onboard and coach new talent to promote professional growth and development

• Transition Coordinator

  • Nov 2005 - Sep 2013

  Evaluated client account and benefits plans with internal and external stakeholders to ensure accurate asset transfer • Educated both clients and peers on trust accounting reporting formats and transaction inquiries • Prepared investment fund trading using a proprietary database • Analyzed transferred investments to reconcile shares and cost basis reflected in data from former custodian • Identified opportunities for process improvements impacting both internal and external


M&I Trust Company
• Transition Coordinator

  • 2004 - 2010