Found Description
Join BMO Private Wealth & Trust as a Trust Associate in North York, focusing on trust and estate services for ultra-high-net-worth clients. This role demands strong client engagement and compliance management skills.
As a Trust Associate, you will deliver high-quality service and administrative support to trust and estate clients. Your duties will include account maintenance, compliance adherence, and producing client proposals. Collaborate effectively with team members while identifying opportunities for service enhancements within the trust department.
Key Responsibilities:
• Ensure compliance in Trust & Estate account management
• Provide sales and service support to enhance client experiences
• Coordinate and track strategic initiative activities
• Create client reports and ad-hoc analysis as required
• Facilitate audits and compliance reviews
Requirements:
• 3-5 years of experience in Trust services
• Extensive knowledge of Estate and Trust products
As a Trust Associate, you will deliver high-quality service and administrative support to trust and estate clients. Your duties will include account maintenance, compliance adherence, and producing client proposals. Collaborate effectively with team members while identifying opportunities for service enhancements within the trust department.
Key Responsibilities:
• Ensure compliance in Trust & Estate account management
• Provide sales and service support to enhance client experiences
• Coordinate and track strategic initiative activities
• Create client reports and ad-hoc analysis as required
• Facilitate audits and compliance reviews
Requirements:
• 3-5 years of experience in Trust services
• Extensive knowledge of Estate and Trust products
Ready to Apply?
Submit your application for Trust Associate North York BMO at Bank of Montreal
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