23 Aug
|
TD
|
Greater Sudbury
23 Aug
TD
Greater Sudbury
Join TD Wealth in Sudbury, Ontario as a Private Trust Client Service Associate specializing in Indigenous Trust Services. Provide outstanding support while managing diverse trust accounts and relationships. As part of TD Private Trust, you will assist in the administration of trust services for Indigenous clients, enhancing the client experience through detailed and organized support.
This role requires a proactive approach while collaborating with Trust Officers on complex accounts and staying informed about the latest industry trends. Key Responsibilities:
Aid in administering Indigenous trust accounts effectively
Organize and maintain essential client documentation
Promptly address client inquiries through effective communication
Improve knowledge of trust services and industry practices
Work collaboratively within cross-functional teams Requirements:
Undergraduate degree required
Progress in Canadian Securities Course (CSC) preferred
Completion of Trust & Estate Practitioner (TEP) is valued
Excellent communication and independent working skills
Proven relationship-building capabilities Drive client satisfaction and deliver exceptional service in your role at TD.
📌 Client Service Associate For Indigenous Trusts Greater Sudbury
🏢 TD
📍 Greater Sudbury