Support Scotia Wealth Management in Barrie as a Trust Associate, enhancing client experiences through proactive account management and administrative tasks. Collaborate closely with Trust Officers for superior client service.
This position is perfect for those passionate about client relationships and administrative excellence. You will provide essential oversight on client trust accounts and engage directly with clients and Co-Trustees to ensure their needs are met promptly and effectively.
Key Responsibilities:
• Support the Trust Officer in delivering top-notch client support
• Maintain detailed awareness of account statuses and cash flows
• Compile and organize financial records for current trusts
• Create essential correspondence and documentation
• Foster a customer-centric culture to build stronger client bonds
Requirements:
• Strong history of delivering outstanding client experiences
• Excellent time management and multitasking abilities
• Familiarity with Trust Accounting principles ideal
• Enrolled in Financial Industry certifications
• High School Diploma prerequisite
Bring your customer-focused skills to Scotia Wealth Management and contribute to a high-performance environment.
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