Current jobs related to Trust Administrator - Montréal - BMO Financial Group

  • Regional Estate

    2 weeks ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 182337 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Trust Administrator

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **This role will support a Trust Officer in the team and will be responsible for all administrative duties.** Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management...

  • Trust Administrator

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Maternity leave replacement with possibility of a permanent position within BMO Private Wealth Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and...

  • Trust Administrator

    1 week ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Corporate Trust Officer

    1 day ago

    Montréal, Canada Computershare Full time

    Voir la version française ci-dessous **Location: Montreal, Hybrid** **We give you a world of potential** The Corporate Trust Officer manages and administers a portfolio of client accounts and negotiates new trusteeship and customized agency accounts, ensuring Computershare's interests are protected from risk and providing a high level of service to...

  • Trust Services Expert

    7 hours ago

    Montréal, QC, Canada National Bank Full time

    As a fiduciary services expert at National Bank Trust, you contribute to a vital mission: delivering high-level fiduciary services and specialized legal advice to a wealthy clientele. Joining the Fiduciary Services team means putting your expertise in trust administration and protection mandates to work on complex cases. You will play a key advisory role by...

  • Corporate Trust Officer, Tsx Trust

    2 weeks ago

    Montréal, Canada TMX Group Inc. Full time

    **Venture outside the ordinary - TMX Careers** The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into...

  • Manager Trust Services

    5 days ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**: **Montreal, Quebec** **Employee Status**: **Regular** **Schedule**: **Full-time** - Do you truly care about customer service? - Are you proactive in your client relationships and is communication a main component of your approach? - Do you have empathy and an extraordinary ability to listen and be attentive to the needs of our...

  • Trust Officer

    3 days ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 Provide high quality customer service to BMO Trust Company customers to deliver an exceptional customer experience. Provide technical expertise for all aspects of trust and estate account management and administration to ensure compliance. Work collaboratively within the regional team as part of the...

  • Associate Trust Officer

    7 days ago

    Montréal, QC, Canada Computershare Full time

    **Gestionnaire fiduciaire adjoint **Lieu de travail : Montréal (en mode hybride) Dans ce poste, vous serez basé au bureau de Montréal pour un minimum de trois jours par semaine, avec la flexibilité de travailler à domicile pendant une partie de votre semaine de travail. Apprenez-en davantage sur notre culture de travail flexible chez...

Trust Administrator

2 weeks ago

Montréal, Canada BMO Financial Group Full time

1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8

Maternity leave replacement

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
- Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
- Develops a rapport and instills 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.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.
- Ensures the timely and accurate processing of trade order management activities.
- Supports in audits and compliance reviews as assigned.
- Identifies and escalates all irregularities and discrepancies to management.
- Performs sales & service support activities as required to meet client needs and maintain overall service levels.
- 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.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- 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.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- 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.
- Bilingualism French and English
- Basic knowledge of Estate and Trust products and services.
- Trust industry experience.
- Applicable securities certification.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skillls - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**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.