Opportunity Description
Elevate client relationships with BMO as a Trust Officer, focusing on Trust & Estate management and client service excellence. Leverage your expertise in fiduciary processes and compliance while ensuring top-notch service.
In this pivotal role at BMO, you will utilize 5-7 years of experience to manage Trust & Estate accounts and provide technical support to the team. You’re expected to develop client rapport, identify growth opportunities, and align team efforts with BMO’s mission. Collaboration across branches and maintaining regulatory compliance will be crucial for your success.
Key Responsibilities: • Manage trust and probate accounts as a trustee • Provide day-to-day technical support to team members • Facilitate presentations to clients based on needs • Identify and grow client relationships and new business opportunities • Develop and implement strategic plans with internal stakeholders
Requirements: • 5-7 years of relevant experience • Bachelor’s degr...
In this pivotal role at BMO, you will utilize 5-7 years of experience to manage Trust & Estate accounts and provide technical support to the team. You’re expected to develop client rapport, identify growth opportunities, and align team efforts with BMO’s mission. Collaboration across branches and maintaining regulatory compliance will be crucial for your success.
Key Responsibilities: • Manage trust and probate accounts as a trustee • Provide day-to-day technical support to team members • Facilitate presentations to clients based on needs • Identify and grow client relationships and new business opportunities • Develop and implement strategic plans with internal stakeholders
Requirements: • 5-7 years of relevant experience • Bachelor’s degr...
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