Trust Officer
1 week ago
Are you a seasoned professional seeking a challenging role at BMO Financial Group? We invite applications for the position of Trust Officer & Portfolio Manager. This exciting opportunity will enable you to leverage your expertise in trust tax, accounting, and investment management to drive exceptional client experiences.
About the RoleThis leadership position is responsible for providing high-quality service and technical expertise to our esteemed Trust & Estate clients. You will be expected to deliver an exceptional client experience by working collaboratively with the regional team as part of the client/relationship management solution.
- You will manage fiduciary accounts, ensuring compliance with regulations and company standards.
- Develop and implement solutions based on thorough analysis of issues and their implications for the business and clients.
- Collaborate with the branch and regional teams to ensure seamless execution of business strategies.
- Provide day-to-day technical support to team members, ensuring they are equipped to handle complex fiduciary account management tasks.
- Monitors and tracks performance, addressing any issues promptly.
In this role, you will be accountable for:
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