Deliver exceptional service as a Trust Officer with BMO Financial Group. This role involves managing Trust & Estate accounts and ensuring compliance while enhancing client relationships.

As a Trust Officer, you will utilize your expertise to provide high-quality service to Trust & Estate clients. Collaborating effectively with team members, you will manage asset risks and oversee account administration. This role is vital in ensuring compliance and presenting tailored solutions based on client needs.

Key Responsibilities:
Manage Trust, agency, or probate accounts as trustee
Review trust documents to ensure compliance
Conduct independent analysis of strategic issues
Build relationships with internal and external stakeholders
Support audits and compliance reviews as assigned

Requirements:
4 to 6 years of relevant experience
Bachelor's degree in Finance or related field
Solid knowledge of Trust Administration processes
In-depth analytical and problem-solving skills
Excellent verbal and written communication skills

Become an integral part of BMO's Trust & Estate team by ensuring compliance and building solid client partnerships.

📌 Trust Officer At Bmo Financial Group Quebec City (Canada)
🏢 BMO
📍 Canada