Support Trust and Estate clients through BMO’s Wealth Sales and Service group, combining relationship management with precise account administration.
This Trust Administrator delivers high-quality sales and service while helping create an exceptional client experience. You develop rapport, instill confidence, and provide technical support for Trust and Estate products, procedures, and accounts. You also collaborate with branch and regional teams, identify referrals, and help maintain service levels.
Key Responsibilities:
- Develop client rapport and credibility within relationship teams
- Provide Trust and Estate product and procedure knowledge
- Identify referrals to appropriate business groups
- Coordinate activities, metrics, and milestones for initiatives
- Provide sales and service support as required
Requirements:
- Typically two to three years of relevant experience
- Related post-secondary degree or equivalent experience
- Basic Estate and Trust products knowledge
- Trust industry experience and securities certification
- Good verbal and written communication skills
Use Trust expertise, client rapport, referrals, and cooperative service skills to support BMO’s Trust and Estate relationships.