Become a Senior Trust Officer at BMO Private Wealth, delivering exceptional fiduciary solutions and managing client relations for high-net-worth individuals. This role is pivotal in trust and estate planning and administration.

In this critical position with BMO, you will provide expert technical guidance in trust account management and ensure compliance with fiduciary laws. Oversee trust accounts while collaborating with your colleagues to offer unparalleled service. You will also develop and maintain solid relationships with clients and stakeholders while identifying recent business opportunities.

Key Responsibilities:
• Manage trust, agency or probate accounts efficiently
• Provide technical support to fiduciary team members




• Develop proposals and marketing materials for current clients
• Monitor and track account performance; address issues
• Conduct independent analysis to resolve strategic challenges

Requirements:
• 7+ years of relevant experience required
• Trust and Estate Practitioner (TEP) Certification mandatory
• Expertise in Trust Tax and Accounting processes
• Strong communication and analytical skills
• Mandarin proficiency is an asset

Leverage your expertise in trust administration and client relations to excel with BMO Private Wealth.
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📌 Senior Trust Officer At Bmo Private Wealth Ontario
🏢 BMO Financial Group
📍 Ontario