Senior Trust & Estate Advisor

BMO U.S.; Chicago (IL); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a seasoned Trust & Estate professional to manage fiduciary accounts and lead strategic client engagements in the U.S. This role focuses on delivering superior client experiences, risk-aware proposals, and collaboration with regional teams.

The ideal candidate has extensive trust administration expertise, strong analytical skills, and proven ability to grow relationships while ensuring compliance with fiduciary laws and policies.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field or equivalent combination.
• In-depth expert knowledge of Personal Trust Administration processes and procedures.
• In-depth expert knowledge of Trust Tax, Trust Accounting and Investment Management.
• In-depth expert knowledge of fiduciary laws including estate planning techniques and tax regulations.
• Verbal & written communication skills – in-depth/ expert.

Responsibilities

• Oversees content and materials for new business proposals and ensures profitability and risk management.
• Identifies opportunities to grow existing relationships and develop new business.
• Makes presentations to clients/prospects in conjunction with others based on needs.
• Provides day-to-day technical support for fiduciary account management.
• Manages trust, agency or probate accounts as trustee.

Skills

Trust administration

Regulatory knowledge

Analytical thinking

Client relationship

Education

Bachelor’s degree in Finance

Job description

BMO Financial Group is seeking a seasoned Trust & Estate professional to manage fiduciary accounts and lead strategic client engagements in the U.S. This role focuses on delivering superior client experiences, risk-aware proposals, and collaboration with regional teams.

The ideal candidate has extensive trust administration expertise, strong analytical skills, and proven ability to grow relationships while ensuring compliance with fiduciary laws and policies.