Senior Trust And Estate Officer

Apply expert trust administration and estate management skills as a Senior Trust Officer serving BMO Trust Company customers. French and English fluency is required.This senior position manages trust, estate, and mandated accounts while delivering high-quality customer service. You will provide technical expertise, ensure compliance, manage client relationships, and recommend solutions. The work also includes referrals, stakeholder collaboration, and support for strategic initiatives.Key Responsibilities:
Manage estate, trust, and mandated accounts as liquidator or trusteeAct as relationship manager for assigned clientsReview requests and make discretionary decisions with the TrusteeMaintain compliant trust and estate accountsIdentify relationship growth opportunities and make customer referralsRequirements:
Typically seven or more years of relevant experiencePost-secondary degree or equivalent education and experienceExpert knowledge of Personal Trust Administration processesExpert knowledge of trust tax, accounting, and investment managementFluency in French and EnglishUse trust administration, fiduciary law, analytical judgment, and relationship management expertise to support BMO customers and stakeholders.
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