22 Aug
|
Scotiabank
|
Winnipeg
22 Aug
Scotiabank
Winnipeg
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 groupsRequirements:- Proactive client service record- Robust interpersonal and communication skills- High School Diploma required- Enrolment in Financial Industry courses- Basic Trust Accounting knowledgeBring your proactive client engagement and administrative skills to enhance the Scotiatrust team in Vancouver.#J-18808-Ljbffr
📌 First Nations/Metis/Inuit, Trust Associate, Indigenous Wealth Solutions - Calgary, Ab (Winnipeg)
🏢 Scotiabank
📍 Winnipeg