Private Trust Associate - Client Services Focus (Winnipeg)

Private Trust Associate - Client Services Focus (Winnipeg)

22 Aug
|
TD
|
Winnipeg

22 Aug

TD

Winnipeg

Elevate your career with TD in Sudbury, Ontario as a Private Trust Client Service Associate, focusing on Indigenous Trust Services. Deliver exemplary administration and support for trust accounts.

In this pivotal role with TD Private Trust, you will support the Indigenous Trust Services team, playing a significant role in administering trust accounts and ensuring outstanding client experiences. Collaboration with Trust Officers and maintaining a high standard of service are crucial aspects of your work workplace, fostering long-term relationships with clients.

Key Responsibilities:



• Support administrative tasks for Indigenous Trust accounts • Keep client documentation accurate and up-to-date • Handle inquiries efficiently and ensure timely response • Stay current with industry best practices and developments • Collaborate effectively with team members on complex issues

Requirements: • Bachelor’s degree preferred • Progress in Canadian Securities Course (CSC) • Trust & Estate Practitioner (TEP) qualification is a plus • Strong independent work ethic and communication skills • Ability to build and maintain client relationships

Bring your expertise and dedication to client service at TD Wealth, making an impactful difference in clients' financial journeys. #J-18808-Ljbffr

📌 Private Trust Associate - Client Services Focus (Winnipeg)
🏢 TD
📍 Winnipeg

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