Trust Officer at BMO Financial Group

2 days ago
Ottawa, ON, Canada BMO Full-time $56,000 - $120,000 Contract
Deliver exceptional service as a Trust Officer with BMO Financial Group. This role involves managing Trust & Estate accounts and ensuring compliance while enhancing client relationships. As a Trust Officer, you will utilize your expertise to provide high-quality service to Trust & Estate clients. Collaborating effectively with team members, you will manage asset risks and oversee account administration. This role is vital in ensuring compliance and presenting tailored solutions based on client needs.

Key Responsibilities
• Manage Trust, agency, or probate accounts as trustee
• Review trust documents to ensure compliance
• Conduct independent analysis of strategic issues
• Build relationships with internal and external stakeholders
• Support audits and compliance reviews as assigned

Requirements:
• 4 to 6 years of relevant experience
• Bachelor’s degree in Finance or related field
• Strong knowledge of Trust Administration processes
• In-depth analytical and problem-solving skills
• Excellent verbal and written communication skills Become an integral part of BMO's Trust & Estate team by ensuring compliance and building strong client partnerships.

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