16 Sep
|
Scotiabank
|
Montreal
16 Sep
Scotiabank
Montreal
Become a Trust Associate with Scotiatrust in Montreal or Quebec City. This role focuses on delivering top-tier administrative support and client service alongside a Trust Officer. In the Scotia Wealth Management team, the Trust Associate supports Trust Officers in managing diverse client portfolios.
Responsibilities include account administration, back-up support, and maintaining ongoing communication with clients, beneficiaries, and external contacts. You will ensure prompt service and manage necessary documentation, deepening client relationships through an effective trust management process. Key Responsibilities:
- Support Trust Officer in client account management
- Maintain oversight on cash positions and reporting
- Create timely and accurate accounting entries
- Assemble records for new accounts and trust assets
- Foster a customer-oriented culture in the workplace
Requirements:
- High School Diploma or higher education preferred
- Enrolled in relevant Financial Industry courses
- Knowledge of administrative procedures in asset management
- Strong communication skills, bilingual in French and English
- Proven time management skills with ability to multi-task
Utilize your proactive approach and solid interpersonal skills as a Trust Associate at Scotiatrust.
📌 Scotiatrust Trust Associate Role (Montreal)
🏢 Scotiabank
📍 Montreal