Trust Administrator - Private Wealth

BMO; Halifax; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial institution in Halifax is seeking a Trust and Estate Sales Specialist to provide high-quality sales and service to clients. The ideal candidate will have 2-3 years of relevant experience and basic knowledge of Estate and Trust products. Responsibilities include managing accounts, preparing proposals, and ensuring compliance. This position offers competitive salary and benefits.

Benefits

Performance incentives

Bonuses

Health insurance

Tuition reimbursement

Retirement plans

Qualifications

• Typically 2-3 years of relevant experience.
• Basic knowledge of Estate and Trust products.
• Experience in the Trust industry is an asset.

Responsibilities

• Provides sales and service to Trust & Estate clients.
• Prepares business proposals based on client needs.
• Coordinates activities for strategic initiatives.

Skills

Verbal communication

Written communication

Organizational skills

Collaboration

Analytical skills

Problem-solving

Education

Post-secondary degree or equivalent experience

Tools

Securities certification

Job description

Application Deadline : 09 / 05 / 2025

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. Offers technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Collaborates within the branch and regional team as part of the client/relationship management solution. Identifies and refers clients to other business groups as appropriate.

• Assists in preparing new business proposals or presentations based on client needs.
• Builds rapport and confidence with clients to develop credibility as part of the relationship team.
• Maintains knowledge of Trust and Estate products, services, and procedures.
• Coordinates activities for strategic initiatives, including tracking metrics and milestones.
• Works with internal and external stakeholders to meet business objectives.
• Sets up & maintains Trust & Estate accounts ensuring compliance requirements are met timely.
• Processes trade orders accurately and promptly.
• Supports audits and compliance reviews as needed.
• Escalates irregularities to management.
• Provides sales & service support to meet client needs and service levels.
• Supports administrative tasks like financial reporting, asset & account reconciliation, compliance, and trade activities.
• Ensures high-quality service to maximize relationship retention and growth.
• Builds trust and confidence with clients.
• Adheres to risk and compliance policies to protect assets and maintain privacy.
• Protects bank assets and complies with legal and ethical standards.
• Handles complex tasks and escalations within rules and limits.
• Analyzes issues and determines next steps.
• Performs additional duties as assigned.

Qualifications :

• Typically 2-3 years of relevant experience; post-secondary degree preferred or equivalent 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 organizational skills.
• Good collaboration & team skills.
• Good analytical and problem-solving skills.

Salary : $36,600.00 - $67,500.00

Pay Type : Salaried

The pay range and type are representative of BMO Financial Group. Salaries vary based on location, skills, experience, education, and qualifications, and may include commissions. Salaries for part-time roles are pro-rated. The listed salary for commission roles is the expected first-year target.

BMO's total compensation may include performance incentives, bonuses, benefits, health insurance, tuition reimbursement, and retirement plans. More details are available at https://jobs.bmo.com/global/en/Total-Rewards.

About Us

At BMO, our purpose is to "Boldly Grow the Good" in business and life, creating positive change for customers, communities, and employees. We foster innovation, collaboration, and growth, transforming lives and powering economic progress worldwide.

As part of the BMO team, you are valued, respected, and supported to grow and make an impact. We provide training, coaching, and development opportunities to help you succeed and broaden your skills.

Learn more at https://jobs.bmo.com/ca/en.

BMO is committed to diversity and inclusion. Accommodations are available upon request during the recruitment process. Please contact your recruiter for assistance.

Note to Recruiters : BMO does not accept unsolicited resumes unless directly from candidates. Resumes sent unsolicited will be considered BMO property. A recruiting agency must have a valid, written agreement to submit resumes.