Trust and Estate Administrator
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Trust and Estate administration expertise supports BMO clients at 1675 Grafton Street through compliant account management and high-quality service.
This Trust Administrator position provides technical expertise across Trust and Estate account administration. You will manage account setup, maintenance, trade orders, reconciliations, and compliance activities. The work supports client relationships, branch collaboration, and regional team objectives.
Key Responsibilities:
- Set up and maintain Trust and Estate accounts
- Process trade order management activities accurately and promptly
- Prepare financial reports and asset reconciliations
- Support audits and compliance reviews as assigned
- Identify and escalate irregularities and discrepancies
Requirements:
- Two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Basic knowledge of Estate and Trust products
- Trust industry experience and applicable securities certification
- Good communication, organization, collaboration, and analytical skills
Apply Trust and Estate knowledge, compliance expertise, and analytical skills to support BMO client relationships and account administration.
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