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Parts Administrator, Part-time

2 months ago


Toronto, Ontario, Canada Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced Trust Administrator to join our Private Wealth team at Bank of Montreal. As a key member of our team, you will be responsible for providing exceptional client service and technical expertise in all aspects of Trust and Estate account management and administration.

Key Responsibilities
  • Coordinates and executes specific activities for the implementation of strategic initiatives
  • Performs set up and maintenance of Trust and Estate accounts ensuring all compliance requirements are met within acceptable time frames
  • Provides administrative support to team members and relationship managers, including financial reports, asset and account reconciliation, compliance, trade activity, posting, fee collection and other related activities
  • Ensures proper documentation and administration decisions
  • Meets high-quality service standards to maximize relationship retention and growth
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function
  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements
Requirements
  • Typically between 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
  • Salaries for part-time roles will be pro-rated based on number of hours regularly worked
  • BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards
  • We offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
About Us

We're here to help create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers. Accommodations are available on request for candidates taking part in all aspects of the selection process.