Trust Operations Specialist
2 weeks ago
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
- 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
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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