• Job Description

  Req#: R240006233

  Application Deadline:

  05/23/2024

  Address:

  320 S Canal Street

  Job Family Group:

  Wealth Sales & Service

  The Wealth Management Support Specialist d elivers exceptional operational and client servicing support to internal colleagues on behalf of Trust, Investment, Estate, and Family Office clients. Works collaboratively with internal partners and other operational teams to execute daily operational activities of existing client accounts.

  Responsibilities :

  • Provides high quality service to Trust & Estate clients to deliver an exceptional client experience. Provides support for various aspects of Trust & Estate account management and administration to ensure compliance.

  • Provides support to Front Office personnel through transaction processing and performing account maintenance while balancing both the customer and the bank's needs.

  • Identifies areas of improvement to support overall client experiences.

  • Identifies possible trends and barriers to defining a great customer experience and escalates these opportunities for improvement

  • Identify continuous improvement opportunities to increase departments’ performance such as process improvement, complaint investigation, etc.

  • Develop and maintain knowledge and understanding of processed performed within WMSS Specialists team.

  • Builds effective relationships with internal stakeholders.

  • Identifies and escalates all irregularities and discrepancies to management.

  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

  Qualifications:

  • 0-2 years’ experience working in an operational or central processing team environment

  • Post-secondary education in related field of study

  • Working knowledge of Microsoft Office suite

  • Knowledge of Trust or fiduciary a plus

  • Verbal & written communication skills

  Compensation and Benefits:

  $44,000.00 - $82,000.00

  Pay Type:

  Salaried

  The above represents BMO Financial Group’s pay range and type.

  Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

  BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

  We’re here to help

  At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

  As a member of the BMO 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 http://jobs.bmo.com/us/en

  BMO 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 is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

  Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

• About the company

  The Bank of Montreal is a Canadian multinational investment bank and financial services company.

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