Elevate client service with Scotiatrust as a Trust Associate in Montreal or Quebec City. Provide proactive support to a Trust Officer while managing client accounts, relationships, and administrative tasks. As a Trust Associate in Scotia Wealth Management, you will play a pivotal role by supporting a Trust Officer with account management and client relationships.

This involves addressing client needs, maintaining cash positions, and ensuring accurate accounting entries. Expect to engage with clients and advisors while often being the point of contact in the Trust Officer's absence. Key Responsibilities:

- Assist Trust Officer in delivering personalized client experiences
- Manage daily cash position surveillance and reporting




- Prepare detailed estate and trust fee calculations
- Draft and organize documentation for internal oversight
- Champion a client-focused culture within the team

Requirements:

- High School Diploma required
- Enrolled in Financial Industry courses
- Working knowledge of asset management and trust accounting
- Proficient in using PC and other technologies
- Bilingual in French and English for effective communication

Excel as a Trust Associate, bringing your client service skills and expertise in asset management to Scotiatrust.

📌 Trust Associate at Scotiatrust (Montreal)
🏢 Scotiabank
📍 Montreal