31 Aug
|
Scotiabank
|
Winnipeg
31 Aug
Scotiabank
Winnipeg
Be part of Scotiatrust in Vancouver as a Trust Associate, providing exceptional support and administration for high net worth clients. Your role entails proactive management of client portfolios and effective communication with stakeholders.As a Trust Associate at Scotia Wealth Management, you will assist a Trust Officer in all functions of trust administration. Your contributions will involve regular client interaction, addressing queries from beneficiaries, and ensuring that accounts are well-maintained and compliant with bank practices.Key Responsibilities:- Support Trust Officer in enhancing client relationships- Serve as a point of contact during Trust Officer's absence- Administer and report cash positions diligently- Assemble asset information for recent accounts- Prepare documentation for necessary approvalsRequirements:- Proven ability to deliver a superior client experience- Excellent verbal and interpersonal skills- High School Diploma needed- Enrollment in financial industry education programs- Familiarity with administrative processesBring your client service and administrative expertise to Scotiatrust's Vancouver team.#J-18808-Ljbffr
📌 Indigenous Wealth Trust Associate — Client Care & Admin (Winnipeg)
🏢 Scotiabank
📍 Winnipeg