Found Description
Shape exceptional client experiences as a Trust and Estate Advisor at BMO. Utilize your expertise to manage Trust and Estate functions while collaborating with top-tier wealth management teams.
This position requires a seasoned professional with 5-7 years of experience in Trust administration. You will nurture relationships with partners and clients, identify growth avenues, and represent BMO at various events. Your input will drive strategic initiatives and enhance the client journey.
Key Responsibilities:
• Participate in client presentations and outreach events
• Identify and capitalize on new business opportunities
• Support the management and analysis of data for compliance
• Develop tailored communication plans to influence stakeholder behavior
• Ensure alignment among various stakeholders on Trust matters
Requirements:
• 5-7 years of experience in a related field
• Bachelor’s degree in Finance preferred
• Comprehensive knowledge of fiduciary laws...
This position requires a seasoned professional with 5-7 years of experience in Trust administration. You will nurture relationships with partners and clients, identify growth avenues, and represent BMO at various events. Your input will drive strategic initiatives and enhance the client journey.
Key Responsibilities:
• Participate in client presentations and outreach events
• Identify and capitalize on new business opportunities
• Support the management and analysis of data for compliance
• Develop tailored communication plans to influence stakeholder behavior
• Ensure alignment among various stakeholders on Trust matters
Requirements:
• 5-7 years of experience in a related field
• Bachelor’s degree in Finance preferred
• Comprehensive knowledge of fiduciary laws...