Job Description
Elevate client experiences as a Trust Officer with BMO. Deliver expert sales and service to Trust & Estate clients while ensuring compliance and administration standards.
As a Trust Officer at BMO, you will manage Trust & Estate accounts, providing technical support and collaborating with Private Bankers and Investment Advisors. This role requires a focus on compliance, relationship management, and the development of strategic initiatives to enhance client satisfaction.
Key Responsibilities:
• Manage Trust, agency, and probate accounts as trustee
• Support fiduciary account management with technical expertise
• Cultivate relationships to grow existing business
• Conduct compliance audits and address discrepancies
• Design and produce relevant reports and dashboards
Requirements:
• 5-7 years of relevant experience in Trust & Estate
• TEP designation preferred
• In-depth knowledge of fiduciary laws and Trust Administration
• Strong communication and an...
As a Trust Officer at BMO, you will manage Trust & Estate accounts, providing technical support and collaborating with Private Bankers and Investment Advisors. This role requires a focus on compliance, relationship management, and the development of strategic initiatives to enhance client satisfaction.
Key Responsibilities:
• Manage Trust, agency, and probate accounts as trustee
• Support fiduciary account management with technical expertise
• Cultivate relationships to grow existing business
• Conduct compliance audits and address discrepancies
• Design and produce relevant reports and dashboards
Requirements:
• 5-7 years of relevant experience in Trust & Estate
• TEP designation preferred
• In-depth knowledge of fiduciary laws and Trust Administration
• Strong communication and an...