Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Fully remote
Fluent in french and english
In-depth knowledge of estate and deceased topics
Understanding of risk and regulatory requirements
This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers
Job Summary
This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers.
The position requires providing guidance and expertise to ensure a seamless customer experience during difficult times while identifying financial solutions.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.
Matching Summary
This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers.
Salary
Base: $36,600.00 - $67,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Fluent in French and English
In-depth knowledge of Estate and Deceased topics
Understanding of risk and regulatory requirements
Ability to handle escalations and complex issues
Experience with legal document review
Nice-to-have
Strong analytical and problem-solving skills
Collaborative team player with coaching experience
Knowledge of banking products and marketing promotions
Excellent verbal and written communication skills
Key Requirements
2-3 years of relevant experience
Post-secondary degree in related field
Must meet licensing and certification requirements