Trust Operations Specialist

2 weeks ago


Vancouver, British Columbia, Canada BMO Full time
About the Role

BMO is seeking a highly skilled Trust Operations Specialist to join our team. In this role, you will be responsible for providing exceptional client service and technical expertise in trust administration.

Responsibilities
  • Manage trust accounts, ensuring compliance with relevant laws and regulations
  • Provide high-quality sales and service to Trust & Estate clients
  • Collaborate with internal teams to deliver an exceptional client experience
  • Analyze data and information to provide insights and recommendations
  • Design and produce regular and ad-hoc reports, and dashboards
Requirements
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
  • In-depth knowledge of Personal Trust Administration processes and procedures
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication skills
Compensation

The estimated salary for this role is $96,000 - $168,000 per year, depending on location, skills, experience, education, and qualifications for the role.



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