Private Wealth Trust Administrator - Client-Focused Impact

Bank of Montreal; Halifax; On-site; CAD 60,000 - 6,750,000; Full time

Job summary

A financial institution in Halifax is seeking a professional to provide high-quality sales and service to Trust & Estate clients. The role involves responsibilities such as preparing business proposals, collaborating with teams, and ensuring compliance with regulations. Candidates should have 2-3 years of relevant experience and a post-secondary degree. This full-time position offers competitive compensation and various employee benefits including health insurance and tuition reimbursement.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 2 - 3 years of relevant experience.
• Basic knowledge of Estate and Trust products and services.
• Trust industry experience is an asset.
• Applicable securities certification.
• Good verbal & written communication skills.
• Good organization skills.
• Good collaboration & team skills.
• Good analytical and problem-solving skills.

Responsibilities

• Prepare new business proposals for clients based on needs.
• Develop rapport with clients to build credibility.
• Maintain knowledge of Trust and Estate products and procedures.
• Coordinate specific activities for implementing strategic initiatives.
• Collaborate with stakeholders to deliver on business objectives.
• Process trade order management activities.
• Support audits and compliance reviews as assigned.
• Identify and escalate irregularities to management.

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Organizational skills

Investment Experience

Banking

Securities Law

Financial Planning

Wills

Education

Post-secondary degree in related field

Job description

A financial institution in Halifax is seeking a professional to provide high-quality sales and service to Trust & Estate clients. The role involves responsibilities such as preparing business proposals, collaborating with teams, and ensuring compliance with regulations. Candidates should have 2-3 years of relevant experience and a post-secondary degree. This full-time position offers competitive compensation and various employee benefits including health insurance and tuition reimbursement.