- 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 professional 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

- Solid 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 (Winnipeg)
🏢 Jobtailor
📍 Winnipeg