Trust Officer
BMO US(1 month ago)
About this role
A Trust professional supporting Relationship Managers within BMO’s Wealth Sales & Service group, providing high-quality sales and service to Indigenous Trust clients across Ontario and Eastern Canada. The role focuses on trust account management and administration, ensuring compliance with fiduciary, legal and tax requirements while collaborating with regional and national teams. The position supports client retention and growth through strong client relationships and accurate, timely trust operations.
Required Skills
- Trust Administration
- Excel
- Trust Accounting
- Investment Management
- Fiduciary Law
- Compliance
- Reporting
- Client Service
- Collaboration
- Analytical Skills
+2 more
Qualifications
- Post-Secondary Degree
- Bachelor's Degree in Finance (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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