Join the BMO team as a Trust Associate, focusing on Trust & Estate account management and delivering exceptional client service. This role combines technical expertise with cooperative problem-solving.

As a Trust Associate, you will support clients by providing outstanding service and ensuring compliance with Trust & Estate regulations. Your responsibilities will include preparing proposals, managing relationships, and maintaining effective communication with stakeholders. You will also monitor service performance to ensure high-quality standards are met.

Key Responsibilities:
• Assist clients in developing new business proposals
• Identify and implement improvements in client service
• Track performance metrics for strategic initiatives
• Create and analyze reports for compliance reviews
• Process Trust & Estate account activities accurately

Requirements:
• 3-5 years of experience in Trust services
• Expertise in Trust and Estate products
• Relevant securities certification required
• Strong collaboration and problem-solving skills
• Trust accreditation preferred

Bring your skills and passion for service to BMO Financial Group as a Trust Associate.
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📌 Trust Associate at BMO Financial Group (Ontario)
🏢 BMO
📍 Ontario