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 standards
• Deliver exceptional client service and develop relationships
• Assist in strategic planning and decision-making processes
• Identify and analyze emerging issues in Trust management
• Collaborate for effective execution of business strategies
Requirements:
• 5-7 years of relevant experience in Trust services
• Professional Lawyer or Notary designation is preferred
• Deep understanding of fiduciary laws and Trust Administration
• Proficient analytical and decision-making skills
• Bilingual in French and English Join BMO to leverage your expertise in Trust & Estate management and drive client success.
📌 Private Wealth Trust Officer Role at BMO (Canada)
🏢 BMO
📍 Canada