Remote Estate Banker at BMO

Support estate settlements with BMO as a Remote Estate Banker. Guide executors and customers through the estate process while providing expert financial solutions.

Join BMO's Customer Shared Services team as an Estate Banker, a crucial role for 2-3 years experienced professionals. You will assist executors and liquidators, ensuring seamless estate settlements. Strong communication skills, knowledge of estate topics, and proficiency in Mandarin or Cantonese will enhance your effectiveness in this position.

Key Responsibilities:

• Process estate-related settlements for BMO customers

• Conduct needs assessments and recommend financial solutions

• Maintain communication with customers throughout the process

• Review legal documents provided by clients

• Ensure compliance with regulatory requirements

Requirements:

• 2-3 years relevant experience in finance

• RISR (IFIC) qualification required

• In-depth knowledge of estate processes

• Fluency in Mandarin or Cantonese preferred

• Excellent problem-solving and organizational skills

Become an integral part of BMO's mission to support customers with tailored estate banking solutions.
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