Empower clients as a Trust Associate at Scotiabank in Calgary. Provide personalized support, manage account administration, and enhance client relationships within a proactive trust environment.
This role is specifically for Indigenous Peoples, offering an opportunity to contribute to Scotia Wealth Management. As a Trust Associate, you will support the Trust Officer in delivering heart-centered service to high-net-worth clients and beneficiaries. Effective client communication and robust administrative skills are essential for success in this position.
Key Responsibilities:
• Assist Trust Officer with high-quality client interactions
• Provide back-up support during Trust Officer's absence
• Maintain oversight of cash positions and prepare reports
• Ensure accuracy in account documentation and inventory
• Prepare relevant correspondence and uphold compliance standards
Requirements:
• Proven client service experience with a focus on proactive solutions
• Solid interpersonal and verbal communication skills
• High School Diploma and relevant financial industry enrollment
• Basic knowledge of Trust Accounting principles
• Effective time management and multitasking abilities
Leverage your skills in client service and trust administration to help enhance relationships and support clients at Scotiabank.
#J-18808-Ljbffr
📌 Trust Associate for Indigenous Peoples (Alberta)
🏢 Scotiabank
📍 Alberta
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.