Trust Administrator Specialist
1 week ago
BMO Financial Group is committed to growing the good in business and life. As a Trust Administrator, you will play a vital role in delivering exceptional client experiences, providing technical expertise, and ensuring compliance.
Job Summary:- Assist in preparing new business proposals or presentations to clients/prospects based on their needs.
- Develop a rapport and instill confidence with clients to develop credibility as a member of the client/relationship team.
- Develop and maintain knowledge and understanding of integrated services and offerings, focusing on Trust and Estate products and procedures.
- Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones.
You will collaborate with internal and external stakeholders to deliver on business objectives, perform setup and maintenance of Trust & Estate accounts, ensure timely and accurate processing of trade order management activities, and support audits and compliance reviews as assigned.
We offer a competitive salary range of $45,000 - $75,000 per year, depending on location, skills, experience, education, and qualifications for the role. Our total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards.
About BMO:BMO is driven by a shared Purpose: Boldly Grow the Good in Business and Life. We strive to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses and power economic growth around the world.
We value, respect, and hear our employees, and we provide tools and resources to help them grow and make an impact. From in-depth training and coaching to manager support and network-building opportunities, we help our employees gain valuable experience and broaden their skillset.
BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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