Indigenous Trust Specialist

1 day ago

Ontario, Oregon, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Indigenous Trust Specialist to join our team at BMO. As a key member of our Indigenous Client Relationship Management team, you will be responsible for providing exceptional client service and technical expertise to Indigenous Trust clients.

Key Responsibilities
  • Client Service and Relationship Management: Provide high-quality sales and service to Indigenous Trust clients to deliver an exceptional client experience.
  • Trust Account Management: Provide technical expertise for all aspects of Trust account management and administration to ensure compliance.
  • Collaboration and Teamwork: Work collaboratively with partners and the regional team as part of the client/relationship management solution.
  • Business Development: Identify and make referrals to other business groups as appropriate.
Qualifications
  • Education: 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.
  • Experience: Strong knowledge of Personal Trust Administration processes and procedures.
  • Skills: Broad knowledge of Trust Tax, Trust Accounting and Investment Management, fiduciary laws and relevant tax regulations.
  • Technical Proficiency: Technical proficiency gained through education and/or business experience.
  • Communication and Collaboration: 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 offers a competitive salary range of $51, $96,500.00, a salaried pay type, and a comprehensive total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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