BMO Trust Officer: Client Relations Expert

Become a Trust Officer at BMO, where you'll enhance client relations in Trust & Estate management. Focus on compliance while delivering high-quality service and technical support.
As a Trust Officer, you'll utilize your extensive experience to manage accounts effectively, partnering with internal teams to deliver a collaborative client experience. Your role is crucial to developing strategic plans and ensuring compliance with fiduciary laws and regulations.
Key Responsibilities:
• Lead administration of Trust & Estate accounts as trustee
• Collaborate with Private Bankers to enhance service delivery
• Provide analytical support for strategic decision-making
• Design and implement training programs for team members
• Develop reports and monitor performance metrics
Requirements:
• 5-7 years of experience in a related role
• TEP designation considered an asset
• Deep understanding of trust administration processes
• Strong influence and problem-solving ...