Trust Officer - Private Wealth
BMO US(1 month ago)
About this role
A Trust & Estate role within BMO’s Wealth Sales & Service team supporting clients with trust and estate needs and providing technical expertise in account administration. The position works across branch and regional teams to ensure high-quality client experience and alignment with the bank’s purpose and values.
Required Skills
- Trust Administration
- Estate Planning
- Client Service
- Compliance
- Relationship Management
- Risk Assessment
- Financial Reporting
- Trade Processing
- Analytical Thinking
- Collaboration
Qualifications
- Bachelor's Degree in Finance
- Post-Secondary Degree
- TEP Designation
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.
View more jobs at BMO US →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at BMO US
Similar Jobs
Associate Trust Officer (Fixed Term Contract)
TD Bank Group(21 days ago)
Senior Trust Officer
MANUFACTURERS AND TRADERS TRUST COMPANY(2 months ago)
KPB Trust Officer
KeyBank(1 month ago)
Institutional Wealth Trust Strategist
Simmons Bank(27 days ago)
Trust Officer
Northwest Bank(6 months ago)
Wealth Management Consultant - Commerce Trust
Commerce Bank(1 month ago)