Trust Administrator

Bank N.A.; Halifax; On-site; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Halifax is seeking a Trust & Estate sales and service professional to deliver superior client experiences. You will provide technical expertise for trust accounts, work with the regional team, and drive referrals to other groups as needed.

The role involves preparing proposals, building client trust, and maintaining knowledge of estate offerings while ensuring regulatory compliance and smooth operations.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Basic knowledge of Estate and Trust products and services.
• Trust industry experience.
• Applicable securities certification.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• 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.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Performs set up & maintenance of Trust & Estate accounts ensuring compliance within time frames.
• Ensures the timely and accurate processing of trade order management activities.
• Supports audits and compliance reviews as assigned.
• Protects the Bank's assets and complies with regulatory, legal and ethical requirements.

Skills

Trust industry experience

Communication skills

Analytical thinking

Problem solving

Education

Post-secondary degree in related field

Applicable securities certification

Job description

Application Deadline: 11/03/2026

Address: 1675 Grafton Street

Job Family Group: Wealth Sales & Service

• 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.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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

Salary: $37,000.00 - $70,000.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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
• retirement savings plans

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 nee