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 current account asset information • Draft necessary documentation for compliance

Requirements: • Track record in client service excellence • Strong 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. #J-18808-Ljbffr

📌 Scotiatrust Trust Associate Role (Winnipeg)
🏢 Scotiabank
📍 Winnipeg