Trust Account Manager

3 days ago

Ontario, Oregon, Canada BMO Financial Group Full time
Job Summary

We are seeking a highly skilled Trust Account Manager to join our team at BMO Financial Group. As a key member of our Indigenous Trust team, you will be responsible for providing exceptional client service and technical expertise to our Indigenous Trust clients.

Key Responsibilities
  • Provide high-quality sales and service to Indigenous Trust clients to deliver an exceptional client experience.
  • Ensure compliance with all aspects of Trust account management and administration.
  • Work collaboratively with partners and the regional team to provide a client/relationship management solution.
  • Identify and make referrals to other business groups as appropriate.
Requirements
  • Typically between 4 - 6 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Bachelor's degree in law, finance or related field preferred.
  • Strong knowledge of Personal Trust Administration processes and procedures.
  • Broad knowledge of Trust Tax, Trust Accounting and Investment Management.
  • Broad knowledge of fiduciary laws and relevant tax regulations.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
  • Data-driven decision making - In-depth.
What We Offer

BMO Financial Group offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable and accessible workplace and strive to help our employees grow and make an impact.

To learn more about this opportunity, please visit our website at https://www.bmo.com.

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