About this role
Director, Trust Administration at Bmo. Location: Newport Beach, California, United States. Role: administering trusts, managing relationships, mentoring staff Requirements: Bachelor's degree,5+ years trust/estate or wealth management experience,knowledge of fiduciary principles,CTFA/CFP/CPA desirable,strong communication,analytical and relationship skills. Category: Finance and Accounting Seniority: Senior Level Certifications: ctfa, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English