Become a Trust Officer with BMO in Private Wealth, driving exceptional client service through expert Trust & Estate account management.

Your role will be instrumental in client satisfaction and compliance adherence. In this role, you'll provide technical expertise and support for Trust & Estate clients while fostering team-oriented relationships within teams. You will identify growth opportunities and implement strategic solutions to manage complex client needs effectively at BMO. Key Responsibilities:

- Manage Trust accounts ensuring adherence to compliance standards
- Deliver exceptional client service and develop relationships
- Assist in strategic planning and decision-making processes
- Identify and analyze emerging issues in Trust management
- Collaborate for effective execution of business strategies Requirements:
- 5-7 years of relevant experience in Trust services
- Professional Lawyer or Notary designation is preferred
- Deep understanding of fiduciary laws and Trust Administration
- Proficient analytical and decision-making skills
- Bilingual in French and English Join BMO to leverage your expertise in Trust & Estate management and drive client success.

📌 Private Wealth Trust Officer Role at BMO (Montreal)
🏢 BMO
📍 Montreal