Job Details

Trusts and Estates Attorney in Scottsdale, AZ

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Company name

BMO Financial Group.

Organization Type


Job Type


Practice Area

Trusts and Estates

Years of Experience

7-12 yrs required


USA Scottsdale, AZ

Date Last Verified

Jul 03,2018

Posted on

Feb 28,2018

153 hits


Senior Trust Administrator The candidate will be responsible for providing administration of highly complex fiduciary, investment, and custody account relationships. Responsible for Personal Trust business unit’s profitability and growth. Provides leadership, resolves problems, and motivates team in order to accomplish the business unit’s profit plan. Utilizes the resources of the integrated suite of services to develop new and profitable private banking, trust, investment and brokerage business. The average relationship size typically is in the range of at least $3 million to $8 million or higher. Responsible for the management of assigned and individual customer’s trust accounts within specific market segmentation in order to preserve the trust’s assets, maximize their yield with safety of capital and/or fulfill other specific requirements as outlined in the trust agreement. Administration of trust, investment and custody accounts. Carry out the administrative duties of Harris as custodian, agent or fiduciary as mandated or permitted. Comply with established processes, procedures and regulations in administration of client accounts. Responsible for the profitability and growth of all assigned relationships in accordance with the Market strategy and overall Private Bank financial plan. Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services. Provide consistently superior service by exceeding client’s expectations while understanding and complying with Harris policies and governmental regulations. Maintain appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings. As part of Personal Trust team, responsible for achieving annual sales goal.

Qualification and Experience

The candidate should have Bachelor’s Degree. Must have expert knowledge of financial services industry, products, and team selling. Professional Certifications and/or Advanced Degrees preferred: JD, CPA, CFA, CTFA. Should have 7 – 12 years job related experience. Must have excellent sales skills and abilities. Should have excellent written/oral/presentation skills. Excellent client consultation/counselor skills are needed.

Additional info


Company info

Hiring Coordinator
BMO Financial Group.
Montreal, QC H2Z1A3