Trust Account Manager

1 week ago


Vancouver, British Columbia, Canada Bank of Montreal Full time

At Bank of Montreal, we are seeking a highly skilled Trust Account Manager to join our team. This role is responsible for providing exceptional client service and technical expertise in trust account management and administration.

Key Responsibilities:
  • Provide high-quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
  • Offer technical support to team members responsible for fiduciary account management.
  • Manage trust, agency, or probate accounts in the role of trustee.
Requirements:
  • Bachelor's degree in Finance or related field preferred.
  • In-depth knowledge of Trust Tax, Trust Accounting, and Investment Management.
  • Knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
What We Offer:
  • A competitive salary range of $80,000 - $120,000 per year.
  • Performance-based incentives and discretionary bonuses.
  • Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.


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