Elevate client service as a Trust Officer at BMO, specializing in Trust & Estate management. Leverage your expertise to foster meaningful relationships and compliance, ensuring top-tier client experiences. In this pivotal role, you will manage Trust & Estate accounts while delivering exceptional service to clients.

Collaborating with cross-functional teams, you will utilize your skills in fiduciary account management and client relationship building. Your contributions will support strategic initiatives and enhance client satisfaction at BMO. Key Responsibilities:

- Deliver high-quality service to Trust & Estate clients
- Manage accounts ensuring compliance and effective administration
- Identify growth opportunities and make strategic referrals
- Provide technical support for fiduciary account management
- Collaborate for seamless client relationship management Requirements:
- 5-7 years of relevant experience in a related field
- Skilled designation as a Lawyer or Notary preferred
- In-depth knowledge of Trust Administration and fiduciary laws
- Strong communication and analytical skills
- Bilingual in French and English Maximize your impact in Trust & Estate services at BMO and enhance client relationships.

📌 BMO Trust Officer for Private Wealth (Montreal)
🏢 BMO
📍 Montreal