Enhance client service excellence as a Trust Associate with Scotiatrust in Vancouver, BC. Engage with high net worth clients while providing administrative support to ensure account integrity and compliance.
As a Trust Associate in Scotia Wealth Management, you will support a Trust Officer by managing client portfolios and handling inquiries from beneficiaries and Co-Trustees. This role emphasizes proactive account administration, personalized service, and technical expertise to meet diverse client needs effectively.
Key Responsibilities: • Assist Trust Officer in delivering a premium client experience • Provide backup support during Trust Officer's absence • Maintain oversight of cash positions and reporting • Set up and manage client and asset information • Prepare documentation for internal oversight groups
Requirements: • Proactive client service record • Robust interpersonal and communication skills • High School Diploma required • Enrolment in Financial Industry courses • Basic Trust Accounting knowledge
Bring your proactive client engagement and administrative skills to enhance the Scotiatrust team in Vancouver. #J-18808-Ljbffr
📌 Trust Associate at Scotiatrust Vancouver (Winnipeg)
🏢 Scotiabank
📍 Winnipeg
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