Become a Trust Expert with BMO Financial Group in a role dedicated to delivering top-level service and expertise in Trust & Estate account management.
This Trust
Officer position is designed for individuals with 5-7 years of experience who are driven to enhance client relationships and manage complex fiduciary accounts. You will work collaboratively with your team to ensure compliance, address issues, and foster business growth while providing strategic insights. Your contributions will be crucial to BMO's mission of delivering exceptional financial services. Key Responsibilities:
- Oversee Trust & Estate account administration processes
- Build rapport with clients and develop trust
- Provide analysis and recommendations for fiduciary issues
- Participate in strategic planning and execution initiatives
- Monitor compliance with regulatory and internal standards Requirements:
- 5-7 years of relevant experience in finance
- Degree in applicable fields needed
- Qualified designation (Lawyer/Notary) preferred
- Deep understanding of estate planning and fiduciary laws
- Fluency in both French and English is essential Bring your skills in trust management and client relations to BMO and impact lives positively.