Director, Trust Administration
BMO US(1 month ago)
About this role
The Director, Trust Administration at BMO Bank N.A. is a senior leader responsible for overseeing administration of complex trust and investment management accounts for high-net-worth clients. The role ensures fiduciary compliance and serves as a subject-matter expert in estate planning while supporting growth within the Wealth Sales & Service group.
Required Skills
- Trust Administration
- Estate Planning
- Fiduciary Principles
- Relationship Management
- Wealth Management
- Risk Management
- Compliance
- Business Development
- Mentoring
- Analytical Thinking
+1 more
Qualifications
- Bachelor’s Degree
- JD Preferred
- CTFA
- CFP
- CPA
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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