17 Aug
|
Bank of Montreal
|
Toronto
17 Aug
Bank of Montreal
Toronto
Elevate your career as a Senior Trust Officer with BMO Financial Group, specializing in Trust & Estate accounts. Deliver high-quality service while managing client relationships in a team-oriented environment. This role requires extensive experience in Trust & Estate administration and fiduciary account management.
You will oversee compliance, identify growth opportunities, and contribute to strategic initiatives. Position yourself as a subject matter expert in personal trust administration, ensuring exceptional client service and adherence to regulatory standards. Key Responsibilities:
- Manage Trust, agency, or probate accounts expertly
- Provide technical support for fiduciary account operations
- Lead the development of client marketing proposals
- Analyze data to inform strategic decisions
- Collaborate across teams for improved client outcomes Requirements:
- 7+ years of experience in Trust administration
- Trust and Estate Practitioner Certification preferred
- Expertise in Trust Tax and Investment Management
- Strong analytical and verbal communication skills
- Proven ability to manage complex regulatory frameworks Become a trusted advisor and make a significant impact in the wealth management sector at BMO Financial Group.
📌 Senior Trust Officer at BMO Financial Group (Toronto)
🏢 Bank of Montreal
📍 Toronto