Senior Trust Administrator

Responsibilities

• Provide high-quality sales and service to Trust & Estate clients to deliver an exceptional experience.
• Manage trust, agency, or probate accounts in the role of trustee.
• Offer technical expertise in fiduciary account management, administration, and compliance.
• Identify opportunities to grow existing client relationships and develop new business.
• Perform setup and maintenance of Trust & Estate accounts, ensuring all compliance requirements are met.
• Provide administrative support including financial reports, asset reconciliation, and trade activity monitoring.
• Collaborate with internal and external stakeholders to support strategic initiatives and business priorities.
• Review requests with Fiduciaries to make discretionary decisions regarding necessary actions.

Requirements

• 5-7 years of relevant experience in trust administration or a related field.
• Bachelor's degree in Finance or a related field of study.
• In-depth knowledge of Personal Trust Administration processes and procedures.
• Strong understanding of Trust Tax, Trust Accounting, and Investment Management.
• Comprehensive knowledge of fiduciary laws, including estate planning techniques and tax regulations.
• Advanced verbal and written communication skills.
• Strong analytical, problem-solving, and data-driven decision-making abilities.

Benefits

• Competitive salary range ($74,000.00 - $138,000.00).
• Performance-based incentives and discretionary bonuses.
• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.