Senior Trust Administrator
BMO — Chicago, IL, USA
Posted 2026-08-19
Application Deadline: 09/24/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management. Identifies opportunities to grow existing relationships and develop new business. Makes presentations to clients/prospects in conjunction with others based upon their needs. Provides day to day technical support team members responsible for fiduciary account management. Manages trust, agency or probate accounts in the role of trustee. May act as the Relationship Manager to assigned clients and effectively interacts with