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. #J-18808-Ljbffr

📌 Trust Associate at BMO Financial Group (Winnipeg)
🏢 BMO
📍 Winnipeg