Manages corporate estate administration for trust terminations and smaller core estate matters by preparation of estate administration records including schedules for estate tax returns, excel spreadsheets, collection of assets and satisfaction of debts and administration expenses. Works with the market Client Service Team to provide exceptional service to Trust & Estate clients. Provides technical expertise for all aspects of Trust & Estate account management and administration. Works collaboratively within the ESS team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. In person presence at S. Florida legal and wealth activities for business development.

• Manages probate, trust, and agency accounts.

• Acts as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.

• Builds effective relationships with internal/external stakeholders.

• Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, tax matters, posting, fee collection and other related activities; ensures proper documentation and administration decisions.

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

• Exercises judgment and experience to identify, diagnose, and solve problems within given rules.

• Identifies opportunities to grow existing relationships and develop new business including regular attendance at local bar events, charitable events, and similar functions.

• Regular presentations to clients/prospects in conjunction with others based upon client needs.

• Maintain a LinkedIn presence and support the fiduciary disciplines.

• Work independently and regularly handle non-routine situations.

• Broader work or accountabilities may be assigned as needed.

Qualifications:

• J.D. preferred, but not required.

• Typically between 3 - 5 years of relevant experience and/or post-secondary degree in related field of study or an equivalent combination of education and experience.

• Must live in West Palm, Sarasota, or Naples area with preference given to West Palm.

• In-depth knowledge of Personal Trust Administration processes and procedures.

• In-depth knowledge of Trust Tax, Trust Accounting and Investment Management.

• In-depth knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.

• Strong interest in public speaking and/or writing on fiduciary topics.

• Sense of humor, kindness, decency, team-player.

Compensation and Benefits:

$72,500.00 - $134,500.00

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 https://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.