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Trust Relationship Manager
2 months ago
We are seeking a highly skilled and experienced Trust Relationship Manager to join our team at BMO. 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.
- Provide technical expertise for all aspects of Trust account management and administration to ensure compliance.
- Work collaboratively with partners and the regional team as part of the client/relationship management solution.
- Identify and make referrals to other business groups as appropriate.
- Typically between 4 - 6 years of relevant experience and post-secondary degree in 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.
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.
