BMO Financial Group Wealth Management Trust Administrator in Chicago, Illinois
WealthManagement Trust Administration (WMTA) is BMO Private Bank’s centraladministration team. We have two teams, located in Milwaukee andChicago. WMTA is responsible for telephone based administration of trustrelationships under $1 million, Irrevocable Life Insurance Trusts (ILITs) alongwith the transaction and regulatory responsibility for Investment ManagementAccounts and Individual Retirement Trusts (aka IRAs) of any size.
TheSenior Trust Administrator will be responsible for providing administration ofcomplex trust and investment management account relationships.
Compliance with BMO Private Bank policies and procedures.
Maintain appropriate contact with customers through mailings, telephone calls and correspondence to satisfy and exceed customer expectations.
Work effectively with internal departments (Legal, Tax, Compliance, Real Estate and Special Assets) as needed for account administration as well as market based professionals to provide a team approach to client service.
Timely completion of internal projects, regulatory reviews and compliance monitors.
Trust administration to fulfill the terms and purposes of the trust.
Demonstrate strong team work and work ethic to support all members of PCA team as needed.
Bachelor’s Degree required
Professional Certifications and/or Advanced Degrees preferred: JD, CPA, CFA, CTFA
3-5 years related trust experience,
Excellent written and oral communication skills
Ability to handle larger volume of accounts in centralized, telephone based administration team
We’re here to help
At BMO Harris Bank we have a shared purpose; we putthe 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, ourcommunities and our people. We help our customers and our communities byworking together, innovating and pushing boundaries to bring them our very bestevery day. Together we’re changing the way people think about a bank.
As a member of the BMO Harris Bank team you arevalued, 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 ourcustomers. We’ll support you with the tools and resources you need to reach newmilestones, as you help our customers reach theirs. From in-depth training andcoaching, to manager support and network-building opportunities, we’ll help yougain valuable experience, and broaden your skillset.
To find out more visit us at https://bmoharriscareers.com .
BMOHarris Bank is committed to an inclusive, equitable and accessible workplace.By learning from each other’s differences, we gain strength through our peopleand our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all,inclusive of Minorities, Women, Veterans, and Persons with Disabilities.
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