06 Sep
|
Scotia Wealth Management
|
Montreal
06 Sep
Scotia Wealth Management
Montreal
Leverage your skills with Scotia Wealth Management as a Trust Associate located in Montreal, Quebec. This role offers a chance to manage client accounts while providing top-tier administrative support. As a Trust Associate, you will play a crucial role in assisting the Trust Officer with day-to-day management of client accounts. The position requires a proactive approach, ensuring accurate administration and a deep understanding of client needs.
Your role will include maintaining strong communication channels and applying best practices in compliance and operational risk management. Key Responsibilities:
- Support Trust Officer in delivering personalized client services
- Execute daily requirements for account oversight and administration
- Monitor cash positions and address issues promptly
- Compile asset information for new trust accounts promptly
- Enable a high-performance work workplace for the team
Requirements:
- High School Diploma with Financial Industry course work
- Strong ability to multi-task and manage time efficiently
- Proven record of effective communication skills
- Basic understanding of Trust Accounting concepts
- Bilingual proficiency in English and French
Develop your career in trust administration while championing exceptional client service at Scotia Wealth Management in Montreal.
📌 Trust Administration Associate Montreal
🏢 Scotia Wealth Management
📍 Montreal