Manage Trust and Estate accounts at BMO, using compliance expertise and client service skills at 1675 Grafton Street. Support accurate administration.
As a Trust Administrator, you provide technical expertise across Trust and Estate account management and administration. You support client and relationship teams through account maintenance, trade order processing, referrals, and administrative activities. The work includes compliance, reconciliations, reporting, and coordination with internal and external stakeholders.
Key Responsibilities:
- Set up and maintain Trust and Estate accounts
- Process trade order management activities accurately and promptly
- Prepare client proposals and presentations based on needs
- Support audits, compliance reviews,
and strategic initiatives
- Escalate irregularities and discrepancies to management
Requirements:
- Typically 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 applicable securities certification
- Positive communication, organization, collaboration, and analytical skills
Apply Trust and Estate knowledge, account administration, compliance, and communication skills to support BMO client relationships.