Trust Administrator, Private Wealth Expert
3 weeks ago
Job Summary:
As a Trust Administrator, Private Wealth Expert at BMO, you will be responsible for providing high-quality sales and service to Trust & Estate clients to deliver an exceptional client experience. You will provide technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance.
Key Responsibilities:
- Assist in preparing new business proposals or presentations to clients/prospects based upon their needs.
- Develop a rapport and instill confidence with the client to develop credibility as a member of the client / relationship team.
- Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures.
- Coordinate and execute specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Collaborate with internal and external stakeholders in order to deliver on business objectives.
- Perform set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.
- Ensure the timely and accurate processing of trade order management activities.
- Support in audits and compliance reviews as assigned.
- Identify and escalate all irregularities and discrepancies to management.
- Perform sales & service support activities as required to meet client needs and maintain overall service levels.
- Provide administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
- Meet high-quality service standards to maximize relationship retention and growth.
- Develop rapport and instill confidence with the client to develop credibility and earn their trust.
- Follow through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protect the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
Requirements:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Basic knowledge of Estate and Trust products and services.
- Trust industry experience.
- Applicable securities certification.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Salary:
$37,500.00 - $69,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at .
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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