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 standardsDeliver exceptional client service and develop relationshipsAssist in strategic planning and decision-making processesIdentify and analyze emerging issues in Trust managementCollaborate for effective execution of business strategiesRequirements:5-7 years of relevant experience in Trust servicesProfessional Lawyer or Notary designation is preferredDeep understanding of fiduciary laws and Trust AdministrationProficient analytical and decision-making skillsBilingual in French and EnglishJoin BMO to leverage your expertise in Trust & Estate management and drive client success.

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