Elevate client experiences with BMO as a Trust Administrator. Leverage your trust and estate expertise to provide high-quality service and ensure compliance across account management.
In this role, you'll work collaboratively with branch and regional teams, focusing on account management and trust services. You'll assist in preparing business proposals and maintaining client rapport, while ensuring compliance requirements are met. Your contributions are vital to delivering exceptional service and supporting strategic initiatives.
Key Responsibilities: • Assist in preparing business proposals for clients • Develop rapport and credibility with clients • Execute strategic initiatives tracking metrics • Maintain Trust & Estate accounts for compliance • Support audits and compliance reviews as assigned
Requirements: • 2-3 years relevant experience in Trust industry • Basic knowledge of Estate and Trust services • Applicable securities certification required • Solid verbal and written communication skills • Good analytical and problem-solving capabilities
Utilize your trust expertise and customer service skills to enhance client experiences as a Trust Administrator at BMO. #J-18808-Ljbffr
📌 BMO Trust Administrator Position (Winnipeg)
🏢 BMO
📍 Winnipeg