Address:111 W Monroe - 115 S LaSalle
Job Family Group:Wealth Sales & Service
The Trust & Real Estate Specialist will provide high quality service and operational support to BMO Family Office clients and delivers an exceptional client experience. Provides technical expertise for all aspects of account management and administration to ensure compliance. Works collaboratively with the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Performs daily operational transactional activities for asset movements, wires, capital calls, pricing/valuation of funds, etc. Performs administration activities including submitting account openings, closings, admin reviews, etc. Communicates daily with the client and/or BMO internal teams to answer/address issues, receive instructions, and provide feedback as appropriate
Performs operational support and executes daily transactional activity for clients within the BMO Family Office and Trust & Investments .
Builds effective relationships with internal/external stakeholders.
Executes work to deliver timely, accurate, and efficient service.
Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
Assesses assets for risk identification.
Cross trains team members to ensure coverage and contingency.
Provides input into the planning and implementation of operational programs.
Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.
Ensures the timely and accurate processing of trade order management activities.
Supports in audits and compliance reviews as assigned.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications & Skills
Advanced knowledge of trust and investment operations
Excellent client service skills
Excellent oral and written communication skills
Demonstrated analytical and problem solving skills
Demonstrated ability in identifying process gaps and make recommendations for improvements
4 - 6 years of relevant experience
Bachelors degree in Finance or related field preferred.
Strong knowledge of Personal Trust Administration processes and procedures
Broad knowledge of Trust Tax, Trust Accounting and Investment Management
Technical proficiency gained through education and/or business experience.
Collaboration & team skills - In-depth.
Strong technical skills including strong knowledge of excel intermediate/advanced capabilities
Were here to help
At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset.
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BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Posted TodayFull timeR200006577 BMO Financial Group