Director And Senior Trust Officer

Bmousbenefits

Belleville, Canada
Base: $81,700.00 - $152,000.00; bonus/equity: comm...
Not specified
Trust & estate client sales and service
Technical expertise in trust & estate
Fiduciary laws and estate planning
The job posting seeks a Director and Senior Trust Officer at BMO Financial Group to provide high-quality sales and service to Trust & Estate clients, ensuring compliance and managing fiduciary accounts. The ideal candidate will possess extensive experience in personal trust administration and fiduciary laws, along with strong analytical and communication skills

Job Summary

  • Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
  • Manages trust, agency or probate accounts in the role of trustee.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 85

The job posting seeks a Director and Senior Trust Officer at BMO Financial Group to provide high-quality sales and service to Trust & Estate clients, ensuring compliance and managing fiduciary accounts. The ideal candidate will possess extensive experience in personal trust administration and fiduciary laws, along with strong analytical and communication skills.

Salary

Base: $81,700.00 - $152,000.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Trust & Estate client sales and service
  • Technical expertise in Trust & Estate
  • Fiduciary laws and estate planning
  • Trust Tax and Accounting knowledge
  • Investment Management expertise
  • Data governance standards

Nice-to-have

  • Develop rapport and instill confidence
  • Creative problem-solving
  • Lead change management programs
  • Vendor relationship management

Key Requirements

  • 7+ years relevant experience
  • Post-secondary degree or equivalent
  • Bachelor’s degree in Finance preferred
  • In-depth / expert communication skills
  • In-depth / expert analytical skills
  • In-depth / expert influence skills
  • In-depth / expert collaboration skills
  • Able to manage ambiguity
  • Data driven decision making expertise

Work Rights

Not specified

Tailored Resume

Cover Letter