Director, Fiduciary Advisory Services
BMO US(6 days ago)
About this role
This role involves providing high-quality sales and service to Trust & Estate clients, managing fiduciary accounts, and collaborating with internal teams to ensure compliance and growth. The individual will serve as a subject matter expert in trust administration and regulatory laws, supporting strategic initiatives and client relationships.
Required Skills
- trusts
- Fiduciary Laws
- Trust Administration
- Estate Planning
- Regulatory Compliance
- Client Management
- Financial Analysis
- Trust Tax
- Investment Management
- Communication
Qualifications
- Bachelor’s Degree in Finance or related field
- 7+ years of relevant experience
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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