Director, Trust Administration

BMO

Las Vegas, Nevada, United States
Base: $91,800.00 - $171,000.00; bonus/equity: may ...
Trust administration experience
Fiduciary principles knowledge
Estate planning concepts
This senior-level role involves managing an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts

Job Summary

  • This senior-level role involves managing an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts.
  • The successful candidate will ensure all accounts are administered in accordance with governing instruments, internal procedures, and applicable laws while delivering exceptional client experiences.
  • BMO offers a comprehensive compensation package including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

This senior-level role involves managing an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts.

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Trust administration experience
  • Fiduciary principles knowledge
  • Estate planning concepts
  • Client relationship management
  • Investment account administration

Nice-to-have

  • Proactive business development skills
  • Mentoring team members
  • Next generation engagement
  • Subject matter expertise in tax law

Key Requirements

  • Bachelor's degree in Business or Finance
  • 5-7 years of trust administration experience
  • JD preferred
  • CTFA, CFP, or CPA designations desirable

Work Rights

Not specified

Tailored Resume

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