Shape your future at Scotiabank as a Trust Associate in Calgary, Alberta. This role in Indigenous Wealth Solutions focuses on timely account administration while enhancing client and beneficiary relationships through exceptional service.
In the Trust Associate position, you will provide essential support to the Trust Officer and handle a diverse account portfolio. Your responsibilities range from ensuring accurate cash management to preparing comprehensive correspondence and adhering to risk guidelines. Your role will be instrumental in fostering an inclusive culture and client-centered atmosphere.
Key Responsibilities:
• Assist with personalized client interaction and account management
• Monitor cash positions and create timely financial reports
• Prepare documentation for beneficiary and court approval
• Maintain client diaries for fee processing and remittances
• Promote a high-performance and inclusive working environment
Requirements:
• High School Diploma; Financial Industry courses an asset
• Proven track record in client experience
• Strong verbal and interpersonal skills
• Ability to learn and apply current concepts efficiently
• Basic knowledge of asset management procedures
Leverage your skills in this rewarding Trust Associate role at Scotiabank's Indigenous Wealth Solutions team.
#J-18808-Ljbffr