Director And Senior Trust Officer

BMO

Kingston, Canada
Base: $81,700.00 - $152,000.00; bonus/equity: not ...
Trust & estate account management
Fiduciary account management
Risk management and profitability
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.

Salary

Base: $81,700.00 - $152,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Trust & Estate account management
  • Fiduciary account management
  • Risk management and profitability
  • Client relationship management
  • Subject matter expert on regulations

Nice-to-have

  • Boldly Grow the Good
  • Inclusive, equitable and accessible workplace
  • Networking with industry contacts

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree or equivalent
  • In-depth knowledge of Personal Trust Administration
  • Expert knowledge of Trust Tax, Accounting, and Investment Management
  • Expert knowledge of fiduciary laws and estate planning

Work Rights

Not specified

Tailored Resume

Cover Letter