Job Details

Real Estate Attorney in Milwaukee, WI

This job is expired...

Company name

BMO Financial Group.

Organization Type


Job Type


Practice Area

Real Estate

Years of Experience

Min 3 yrs required


USA Milwaukee, WI

Date Last Verified

Sep 14,2017

Posted on

Aug 11,2017

83 hits


Wealth Management Trust Administrator The candidate will be responsible for providing administration of complex trust and investment management account relationships. Will compliance with BMO Private Bank policies and procedures. Will maintain appropriate contact with customers through mailings, telephone calls and correspondence to satisfy and exceed customer expectations. Will work effectively with internal departments (Legal, Tax, Compliance, Real Estate and Special Assets) as needed for account administration as well as market based professionals to provide a team approach to client service.. will timely completion of internal projects, regulatory reviews and compliance monitors. Will trust administration to fulfill the terms and purposes of the trust. Will demonstrate strong team work and work ethic to support all members of PCA team as needed.

Qualification and Experience

The candidate must have bachelor’s Degree required. Should have professional Certifications and/or Advanced Degrees preferred: JD, CPA, CFA, CTFA. Must have 3 years related trust experience. Should have excellent written and oral communication skills. Must have ability to handle larger volume of accounts in centralized, telephone based administration team.

Additional info

Ref :1700014962

Company info

Hiring Coordinator
BMO Financial Group.
1000 N. Water St.
Ste. 100
Milwaukee, WI 53202