Explore a rewarding role as a Senior Trust and Estate Consultant with BMO Financial Group, focusing on delivering exceptional client guidance and support.
The ideal candidate will have 5-7 years of relevant experience and a strong understanding of Trust Tax and fiduciary regulations. You'll collaborate with a diverse team to provide clients tailored solutions that enrich their wealth strategies. Strong relationships with legal and tax advisors are essential for driving referrals in this dynamic environment.
Key Responsibilities:
• Lead client-focused events and forums representing BMO
• Identify and pursue growth opportunities within existing client relationships
• Analyze and recommend solutions for client’s Trust and Estate needs
• Manage stakeholder relationships for holistic service delivery
• Track and improve performance metrics for client satisfaction
Requirements:
• 5-7 years of applicable experience
• Expertise in Trust Administration processes