Private Wealth Trust Associate
BMO US(2 months ago)
About this role
Provides high-quality sales and service to Trust & Estate clients, delivering technical expertise in trust account management and administration to ensure compliance. Works collaboratively within the branch and regional teams to support client relationships, identify referrals to other business groups, and contribute to strategic initiatives.
Required Skills
- Trust Services
- Estate Administration
- Client Service
- Account Management
- Sales
- Compliance
- Reporting
- Trade Processing
- Relationship Management
- Communication
+3 more
Qualifications
- Post-Secondary Degree
- Securities Certification
- Trust Accreditation (Preferred)
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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