Trust and Estate administration expertise supports high-quality client service at BMO Financial Group’s 1675 Grafton Street location. Apply solid 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
Valuable 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 Halifax Regional Municipality (Canada)
🏢 Bank N.a.
📍 Canada