BMO Financial Group Trust Specialist in Milwaukee, Wisconsin

Description:

The Trust Specialist is responsible for supporting large relationships/accounts managed by a senior level Trust Administrator and effectively interacts with other assigned.

Key Accountabilities:

Under the guidance of the Fiduciary Administrator, responsible for the management of assigned customers accounts.

  • Ensure understanding of overall objectives and requirements

  • Review with the Fiduciary Administrator the list of assets in order to determine if any risk management issues exist.

  • Oversee and/or coordinate the execution of account transactions, working directly with internal and external partners as needed.

  • Oversee the appropriate set-up and administration of assigned accounts

  • Ensure that accounts are funded as appropriate

  • Ensure administration schedule is set and maintained

  • Responds to questions and concerns in a helpful and responsive manner.

  • Develop a working rapport with professionals within and outside Trust

  • Responsible for client contact

  • Work closely with other front office staff and sales team

Qualifications:

SKILLS AND KNOWLEDGE:

  • Bachelor’s degree with 2 -5 years of applicable experience.

  • Basic knowledge of Personal Trust Administration processes and procedures.

  • Basic knowledge of Trust Tax, Trust Accounting and Investment Management

  • Operational and/or systems knowledge or experience is a plus

  • Strong organizational skills and attention to detail

  • Willingness to work extra hours as needed. Evening hours may be required with little notice.

  • Strong verbal and written communication skills

We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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. We’ll 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, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://bmoharriscareers.com .

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.

Job Field:

Wealth Management

Job Schedule:

full-time

Primary Location:

United States-Wisconsin-Milwaukee