Found Description
Join BMO as a Senior Trust Officer, specializing in Trust & Estate management while providing exceptional client service. Bring your expertise in fiduciary laws and account management to the forefront.
In this role, you will apply your 5-7 years of experience to ensure compliance and client satisfaction. Collaborating with your team, you’ll drive performance, support business growth, and align with BMO’s values. Your ability to analyze trends and issues will be pivotal in developing solutions and improving service delivery.
Key Responsibilities:
• Manage trust and estate accounts as a fiduciary
• Foster collaboration among cross-functional teams
• Analyze data to inform strategic decision-making
• Assist in training programs for team members
• Present tailored solutions to client needs
Requirements:
• Typically 5-7 years of relevant experience
• Bachelor's degree in Finance preferred
• Extensive knowledge of fiduciary laws and Trust Administration
• ...
In this role, you will apply your 5-7 years of experience to ensure compliance and client satisfaction. Collaborating with your team, you’ll drive performance, support business growth, and align with BMO’s values. Your ability to analyze trends and issues will be pivotal in developing solutions and improving service delivery.
Key Responsibilities:
• Manage trust and estate accounts as a fiduciary
• Foster collaboration among cross-functional teams
• Analyze data to inform strategic decision-making
• Assist in training programs for team members
• Present tailored solutions to client needs
Requirements:
• Typically 5-7 years of relevant experience
• Bachelor's degree in Finance preferred
• Extensive knowledge of fiduciary laws and Trust Administration
• ...