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