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 setting. 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
- 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.

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