Become a Trust Officer at BMO focused on delivering exceptional client service in Private Wealth. Leverage your expertise to manage Trust and Estate accounts while ensuring compliance and client satisfaction.
This role offers a unique prospect to support BMO's clients and internal teams by providing technical insight and fostering client relationships. You'll play a key part in the execution of strategic initiatives and ensuring adherence to regulatory requirements within Trust & Estate account management.
Key Responsibilities:
• Manage fiduciary accounts and act as trustee
• Provide technical support for team members in Trust matters
• Develop and implement compliance strategies for service delivery
• Monitor performance metrics and track any issues
• Identify business needs and design training for teams
Requirements:
• 5-7 years in Trust Administration with a focus on client service
• Lawyer or Notary professional designation an asset
• Knowledge of relevant fiduciary laws and regulations
• Fluent in French and English
• Strong collaboration and analytical skills
Utilize your Trust Administration skills to drive client success and grow with BMO in this rewarding position.
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