Join BMO Financial Group as a Trust Administrator, delivering exceptional service to Trust & Estate clients. Your expertise will ensure compliance and enhance the client experience through strategic account management.

You'll collaborate within teams to develop client proposals, build trust-based relationships, and manage Trust & Estate accounts. This vital position focuses on administrative support, compliance, and the execution of key strategic initiatives, directly impacting client satisfaction.

Key Responsibilities:
• Prepare tailored presentations for clients and prospects
• Build and maintain strong client relationships
• Track strategic initiative metrics and milestones
• Ensure timely processing of trade orders
• Provide administrative support to relationship managers

Requirements:
• 2-3 years of experience in a related field
• Knowledge of Estate and Trust products
• Trust industry experience required
• Valuable organization and collaboration skills
• Verbal and written communication proficiency

Bring your trust management skills to BMO and enhance the client journey while ensuring compliance in all activities.
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📌 Trust Administrator at BMO Financial Group (Ontario)
🏢 BMO
📍 Ontario