Trust Officer - Private Wealth
@ BMO

Halifax, NS
CA$75,000
On Site
Full Time
Posted 23 days ago

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XXXXXXXXX XXXXXXXXX XXXXXXXXXX****** @bmo.com
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Job Details

Overview

The Trust Officer - Private Wealth provides high quality sales and service to Trust & Estate clients, ensuring an exceptional client experience. The role involves technical expertise in trust account management, administration, and compliance.

Key Responsibilities

  • Manage trust, agency, or probate accounts as trustee.
  • Review trust documents to ensure compliance with fiduciary laws.
  • Collaborate with branch and regional teams to deliver client solutions.
  • Identify, analyze, and refer potential business opportunities.
  • Prepare and produce regular and ad-hoc financial reports and dashboards.
  • Support strategic initiatives and assist in operational planning.
  • Provide administrative and sales support to ensure service standards.

Culture & Team

Role modeling BMO values, fostering diversity, inclusion, and team collaboration. It involves coaching, performance management and building effective stakeholder relationships.

Qualifications & Skills

  • 4-6 years of relevant experience with a post-secondary degree in Finance or related field.
  • Technical knowledge in Trust Administration, Trust Tax, and Investment Management.
  • Strong communication, analytical, problem solving, and influence skills.
  • TEP designation is an asset.

Compensation & Benefits

The salary ranges from $53,200 to $98,300 with additional incentives, bonuses and a comprehensive benefits package including health, tuition reimbursement, and retirement savings plans. For more details, please visit the BMO Total Rewards page.

Key skills/competency

  • Trust Administration
  • Compliance
  • Fiduciary
  • Risk Management
  • Account Management
  • Financial Reporting
  • Client Service
  • Team Collaboration
  • Analytical
  • Problem Solving
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How to Get Hired at BMO

🎯 Tips for Getting Hired

  • Customize your resume: Tailor experience to trust administration requirements.
  • Highlight technical skills: Emphasize compliance, financial reporting, and risk management.
  • Research BMO: Understand their values, culture, and client service approach.
  • Prepare for interviews: Practice behavioral and technical questions related to trust management.

📝 Interview Preparation Advice

Technical Preparation

Review trust administration software fundamentals.
Study fiduciary laws and compliance requirements.
Practice financial report preparation and analysis.
Examine risk management and trust document review.

Behavioral Questions

Describe team collaboration experiences.
Explain handling compliance challenges.
Discuss risk management decision making.
Share client service success stories.

Frequently Asked Questions