Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through personable communication and correspondence
Maintain client profiles, account-specific documents, and client contact routines
Provide accurate, organized, and efficient service to external clients and internal colleagues and contacts
Handle and promptly respond to incoming calls, questions, and requests, or direct them to the appropriate person or area
Support the Private Trust ITS business by improving qualified knowledge and staying current on trends, developments, tools, and techniques
Work autonomously and provide specialized skills and expertise in a moderate- to high-complexity environment
Collaborate with cross-functional teams when required
Assist others in completing work activities and keep colleagues informed and up to date
Provide administrative, analytical, and service support to ITS Trust Officers and the Private Trust Manager
Serve as a secondary contact for clients of relationship managers
Assist Trust Officers with complex Indigenous client trust accounts and trust administration
Requirements Undergraduate degree
Working towards or completion of the Canadian Securities Course (CSC)
Working towards or fulfillment of TEP (Trust & Estate Practitioner)



is an asset
Strong communication skills
Ability to work collaboratively, confidentially, and independently
Ability to follow instructions/direction and build relationships
Core Competencies Demonstrates strong communication and organizational skills while providing administrative and analytical support in a client-focused environment. Capable of managing complex trust accounts and collaborating effectively with cross-functional teams.
Highest-signal resume keywords Strong Communication Skills
Client Relationship Management
Trust Administration
Canadian Securities Course (CSC)
Trust & Estate Practitioner (TEP)
Hard Skills Client Profile Management
Document Organization
Analytical Support
Administrative Support
Trust Account Management
Soft Skills Collaboration
Confidentiality
Independence
Relationship Building
Following Instructions
Certifications & Qualifications Undergraduate Degree
Canadian Securities Course (CSC)
Trust & Estate Practitioner (TEP)
Industry Keywords Private Trust
Indigenous Client Trust Accounts
Cross-Functional Collaboration
Service Commitments
Professional Knowledge

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📌 Private Trust Client Service Associate – Indigenous Trust Services (Manitoba)
🏢 Jobtailor
📍 Manitoba