Trust Associate

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $45.5k - $84.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Provide high-quality sales and service to Indigenous Trust clients • Manage and administer Trust accounts and ensure compliance • Work collaboratively within the branch and regional team • Identify and make referrals to other business groups • Prepare new business proposals or client/prospect presentations • Develop, maintain, and service client relationships • Identify improvements to support client experiences • Maintain knowledge of integrated services, Trust products, and procedures • Coordinate strategic initiative activities and track metrics and milestones • Build relationships with internal and external stakeholders and ensure alignment • Monitor and track performance and address issues • Set up and maintain Trust accounts within compliance time frames • Support audits and compliance reviews • Identify and escalate irregularities and discrepancies • Provide sales and service support activities • Provide administrative support including financial reports, asset and account reconciliation, compliance, fee collection, documentation, and administration decisions • Meet service standards to maximize relationship retention and growth • Build client rapport, credibility, and trust • Follow risk and compliance processes to safeguard customer assets and privacy • Protect the Bank’s assets and comply with applicable requirements

🎯 Requirements

• Typically 3–5 years of relevant experience • Post-secondary degree in a related field of study or an equivalent combination of education and experience • Knowledge of Trust products and services • Trust industry experience • Trust accreditation preferred • Specialized knowledge from education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills • Ability to comply with risk management, regulatory, legal, and ethical requirements

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Other perks and rewards • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accommodations available on request during the selection process