Senior Trust & Estate Advisor
BMO
BMO Wealth Sales & Service in Chicago seeks a senior fiduciary account leader to manage trust, agency, and probate accounts, guiding client relationships and ensuring regulatory compliance. You will develop strategic proposals, present to clients, and coordinate cross-team efforts to deliver superior service. The role requires 7+ years’ experience in fiduciary services, a finance-related degree, and expert knowledge of trust administration, tax, and estate planning. #J-18808-Ljbffr BMO
Vacancy posted 2 days ago
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