Support Trust and Estate clients through BMO's Wealth Sales and Service group, combining relationship management with precise account administration.
This Trust Administrator delivers high-quality sales and service while helping create an exceptional client experience. You develop rapport, instill confidence, and provide technical support for Trust and Estate products, procedures, and accounts. You also collaborate with branch and regional teams, identify referrals, and help maintain service levels.
Key Responsibilities:
- Develop client rapport and credibility within relationship teams
- Provide Trust and Estate product and procedure knowledge
- Identify referrals to appropriate business groups
- Coordinate activities, metrics, and milestones for initiatives
- Provide sales and service support as required
Requirements:
- Typically two to three years of relevant experience
- Related post-secondary degree or equivalent experience
- Basic Estate and Trust products knowledge
- Trust industry experience and securities certification
- Good verbal and written communication skills
Use Trust expertise, client rapport, referrals, and collaborative service skills to support BMO's Trust and Estate relationships.
Trust And Estate Client Services Administrator in Halifax employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
