Trust Administrator

2 weeks ago

Toronto, Ontario, Canada Bank of Montreal Full time

Job Title: Trust Administrator - Private Wealth

Job Family Group: Wealth Sales & Service

Job Summary: We are seeking a highly skilled Trust Administrator to join our team at Bank of Montreal. As a Trust Administrator, you will be responsible for providing high-quality sales and service to Trust & Estate clients, delivering an exceptional client experience.

Key Responsibilities:

  • Coordinates and executes specific activities for the implementation of strategic initiatives;
  • Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames;
  • Provides 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;
  • Meets high-quality service standards to maximize relationship retention and growth;
  • Follows 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;
  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

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.

What We Offer: 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.

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