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 robust 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 Markham (Canada)
🏢 BMO Financial Group
📍 Canada