BMO Financial Group seeks an experienced Trust Associate to enhance client relationships and ensure compliance in Trust & Estate management. This role emphasizes personal interaction and integrity.
In your capacity as a Trust Associate, you will leverage your knowledge of Trust & Estate products to develop and maintain client relationships. Collaboration with stakeholders is vital as you work to ensure compliance and monitor service performance. Your analytical skills will help identify service improvement areas for an enhanced client experience.
Key Responsibilities:
• Develop client proposals based on specific needs
• Build and manage solid client relationships
• Support audits and compliance reviews as needed
• Generate performance reports and track initiatives
• Ensure all regulatory requirements for accounts are met
Requirements:
• 3-5 years relevant industry experience
• Advanced understanding of Estate and Trust services
• Securities certification is mandatory
• Outstanding communication and analytical skills
• Preferred Trust accreditation
Contribute your expertise in Trust services to foster client trust and ensure compliance at BMO Financial Group.
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