Trust and Estate administration expertise supports high-quality client service at BMO Financial Group’s 1675 Grafton Street location. Apply robust compliance and organization skills.

As a Trust Administrator, you provide technical expertise across Trust and Estate account management and administration. You support client relationships through service, referrals, proposals, and presentations. The work includes account maintenance, trade order processing, reconciliation, reporting, compliance reviews, and strategic initiative tracking.

Key Responsibilities:

- Deliver Trust and Estate client sales and service
- Maintain accounts and meet compliance requirements
- Process trade orders accurately and on time




- Prepare proposals and presentations based on client needs
- Support reports, reconciliations, fees, and trade activity

Requirements:

- 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 securities certification
- Good communication, organization, collaboration, and analytical skills

Use Trust and Estate knowledge, compliance judgment, and client service skills to support BMO relationships and account administration.

📌 Trust and Estate Administrator (Canada)
🏢 Bank N.a.
📍 Canada