Join Scotiatrust in Vancouver as a Trust Associate and support high net worth clients with exemplary service and account management. This role encompasses administrative and client interactions in a prestigious wealth management environment.
In this position, you will assist a Trust Officer and manage a portfolio of trusts, acting as a key point of contact for clients, beneficiaries, and Co-Trustees. Your responsibilities will focus on delivering a seamless client experience, monitoring cash positions, and ensuring accurate documentation for all trust-related activities.
Key Responsibilities:
• Provide best-in-class service to clients and beneficiaries
• Handle inquiries during Trust Officer's absence
• Monitor and report on cash positions regularly
• Organize new account asset information
• Draft necessary documentation for compliance
Requirements:
• Track record in client service excellence
• Robust time management and multitasking abilities
• High School Diploma necessary
• Enrollment in relevant financial courses
• Basic knowledge of Trust Accounting principles
Utilize your client initiative and compliance knowledge to excel at Scotiatrust in Vancouver.
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📌 Scotiatrust Trust Associate Role (Vancouver)
🏢 Scotiabank
📍 Vancouver