Trust and Estate administration expertise supports high-quality client service at BMO Financial Group's 1675 Grafton Street location. Apply strong compliance and organization skills.
As a Trust Administrator, you provide technical expertise across Trust and Estate account management and administration. You support client relationships through service, referrals, proposals, and presentations. The work includes account maintenance, trade order processing, reconciliation, reporting, compliance reviews, and strategic initiative tracking.
Key Responsibilities:
- Deliver Trust and Estate client sales and service
- Maintain accounts and meet compliance requirements
- Process trade orders accurately and on time
- Prepare proposals and presentations based on client needs
- Support reports, reconciliations, fees, and trade activity
Requirements:
- Two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Basic knowledge of Estate and Trust products
- Trust industry experience and securities certification
- Good communication, organization, collaboration, and analytical skills
Use Trust and Estate knowledge, compliance judgment, and client service skills to support BMO relationships and account administration.
Trust and Estate Administrator in Halifax employer: Bank N.A.
BMO Financial Group is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to make a meaningful impact from day one. Located at 250 Yonge Street, the company offers competitive salaries, comprehensive benefits including health insurance and tuition reimbursement, and ample opportunities for professional growth and development. With a commitment to creating lasting positive change, BMO values its team members and encourages them to push boundaries while supporting their career aspirations.
