Cultivate your career with TD in Sudbury, Ontario as a Private Trust Client Service Associate focused on Indigenous Trust Services. Deliver exceptional support while managing trust accounts for Indigenous clients.
TD Private Trust is seeking a Private Client Services Associate to assist in trust administration while ensuring a legendary client experience. You will collaborate with Trust Officers on complex accounts, work independently, and enhance your qualified knowledge in a supportive environment. The role emphasizes relationship building and meticulous service delivery, essential for success in this impactful position.
Key Responsibilities:
• Support trust administration for Indigenous clients
• Maintain client profiles and account documentation
• Respond promptly to client inquiries and requests
• Enhance knowledge of industry trends and practices
• Collaborate with cross-functional teams on complex tasks
Requirements:
• Bachelor's degree required
• Progress in Canadian Securities Course (CSC)
• Completion of Trust & Estate Practitioner (TEP) is an asset
• Robust communication and collaborative skills
• Ability to work efficiently and independently
Emphasize your attention to detail and client-focused service in this vital role at TD Wealth.
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