Explore a meaningful career as a Trust Associate in Indigenous Wealth Solutions at Scotiabank in Calgary, Alberta. This role supports high-net-worth clients through proactive client service and detailed account administration.
As a Trust Associate, you will assist in delivering a best-in-class experience for clients and beneficiaries while working closely with the Trust Officer. Key responsibilities include managing account details, overseeing cash positions, and preparing essential documentation. Your contributions will help deepen client relationships and enhance operational effectiveness.
Key Responsibilities:
• Support Trust Officer in client relationship management
• Maintain daily oversight of cash positions and reporting
• Assemble asset information for new accounts
• Prepare routine correspondence and necessary documentation
• Uphold and promote the Bank's risk management practices
Requirements:
• High School Diploma required; Financial courses preferred
• Proactive with proven client service skills
• Robust communication and time management abilities
• Basic knowledge of Trust Accounting principles
• Proficiency in PC skills and asset management procedures
Bring your dedication to client service and administrative excellence to Scotiabank as a Trust Associate in Calgary.
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