BMO is seeking a Senior Trust Officer in Private Wealth to enhance client relationships and provide exceptional service. Use your technical skills to manage Trust and Estate accounts effectively.
The role focuses on offering a high level of service while ensuring compliance with fiduciary regulations. You'll work closely with clients, manage accounts, and support team initiatives to grow business prospects. Effective communication and collaboration are essential as you engage with internal and external stakeholders.
Key Responsibilities: - Act as Relationship Manager for assigned Trust clients - Analyze data to offer tailored solutions and insights - Conduct independent assessments to resolve strategic issues - Support audits and compliance reviews as needed - Ensure timely processing of trade order activities
Requirements: - Minimum 5 years in Trust Administration or related field - Qualified Lawyer or Notary designation preferred - Deep knowledge of Trust Tax and Investment Management - Bilingual in French and English required - Excellent problem-solving and advisory skills
Bring your expertise to BMO as a Senior Trust Officer and enhance client interactions across the region.#J-18808-Ljbffr