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 solid 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 • Good 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. #J-18808-Ljbffr
📌 Trust Administrator at BMO Financial Group (Winnipeg)
🏢 BMO
📍 Winnipeg