Estate Associate | RC-383

Estate Associate | RC-383

10 Nov
BMO Financial Group

10 Nov

BMO Financial Group



2465 Argentia Road

Job Family Group:

Customer Shared Services

These are 6 month secondment roles. The Estate Associate works with Estate Specialists and branch employees to process estate-related settlements for deceased BMO customers. Provides support, guidance, and expertise to client-facing employees to ensure customer experience during this difficult time is seamless and effortless. This role is focused on administrative support for the Estate Team and branch employees.


Flexible to work Monday to Friday 9:00 AM to 7:00 PM and Saturday 9:00 AM to 5:00 PM

Completes all tasks (e.g., completing required bank forms)

related to estate processes as per BMO’s audit requirements and ensures all required steps are completed.

Works collaboratively with BMO partners and specialists to ensure a common understanding of customer cases.

Reviews all legal documents provided by clients.

Answers service requests as needed.

May make outbound calls to branches to request information.

Maintains the confidentiality of customer and Bank information.

Works in collaboration with BMO partners by providing subject matter expert advice on how to handle errors, complex issues, and escalations.

Takes established processes and procedures to resolve errors and issues as needed.

Organizes work information to ensure accuracy and completeness.

Completes complex & diverse tasks within given rules/limits.

Analyzes issues and determines next steps; escalates as required.

Broader work or accountabilities may be assigned as needed.

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

Knowledge of Estate and Deceased topic – Working.

Understanding of the business unit’s risk and regulatory requirements.

Knowledge of systems and applications – Basic.

Basic specialized knowledge.

Verbal & written communication skills - Good.

Organization skills - Good.

Collaboration & team skills - Good.

Analytical and problem solving skills - Good.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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