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
• Solid 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.
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📌 Trust Associate At Scotiatrust Vancouver
🏢 Scotiabank
📍 Vancouver