Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers
Provides support, guidance, and expertise to ensure a positive customer experience during this difficult time
Completes needs assessments to identify and recommend appropriate financial solutions
Handles calls and requests in an informed, professional, and efficient manner
Contacts customers/executors/liquidators to obtain necessary information for estate cases
Stays current on consumer needs, industry trends, and the regulatory environment as it relates to the products and services provided
Collaborates with internal and external stakeholders to deliver on business objectives
May provide training and coaching to junior associates as needed
Executes work to deliver timely, accurate, and efficient service
Completes all tasks related to estate processes in accordance with legal and regulatory requirements
Works collaboratively with BMO partners and specialists to ensure a common understanding of customer cases
Reviews all legal documents provided by clients

2–3 years of relevant experience
Post-secondary degree in a related field is desirable
Must meet the licensing and certification requirements for the team/branch/jurisdiction
In-depth knowledge of estate and deceased matters
Understanding of risk and regulatory requirements
Working knowledge of systems and applications
Good knowledge of workflow priorities and deadlines
Specialized knowledge
Verbal and written communication skills – Good
Organizational skills – Good
Collaboration and team skills – Good
Analytical and problem-solving skills – Good
Fluent in French and English

Estate Banker, Bilingual, RISR Certified

Key skills