Base: $36,600.00 - $67,500.00; bonus/equity: not s...
Fully remote
Estate and deceased topic knowledge
Risk and regulatory requirements understanding
Process estate-related settlements
Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers
Job Summary
Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers.
Provides support, guidance, and expertise to ensure customer experience during this difficult time is seamless and effortless.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers.
Salary
Base: $36,600.00 - $67,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Estate and Deceased topic knowledge
Risk and regulatory requirements understanding
Process estate-related settlements
Handle calls and requests professionally
Review legal documents
Bilingual in French and English
Nice-to-have
Integrate marketing promotions
Provide training and coaching
Collaborate with internal stakeholders
Proactive customer engagement
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Meet licensing and certification requirements
Working knowledge of systems and applications
Good knowledge of workflow priorities and deadlines