Strengthen Trust and Estate account compliance at BMO through careful reconciliation, documentation, trade activity, and risk-focused administration.
The Trust Administrator manages complex account activities within established rules and limits, supporting customers’ assets and privacy. You maintain documentation, process postings and fees, reconcile assets and accounts, and follow risk, compliance, regulatory, legal, and ethical requirements. The position also analyzes issues and determines next steps.
Key Responsibilities:
- Maintain account documentation and administration decisions
- Complete financial reports, reconciliations, postings, and fee collection
- Follow risk and compliance processes and policies
- Analyze issues and determine appropriate next steps
- Protect Bank assets and escalate discrepancies
Requirements:
- Typically two to three years of relevant experience
- Related post-secondary degree or equivalent education and experience
- Trust industry experience and specialized knowledge
- Basic Estate and Trust products and services knowledge
- Valuable organization, analytical, and problem-solving skills
Bring compliance discipline, reconciliation skills, and Trust account knowledge to BMO’s regulated client administration function.