28 Sep
|
Scotia Wealth Management
|
Montreal
28 Sep
Scotia Wealth Management
Montreal
Leverage your skills with Scotia Wealth Management as a Trust Associate located in Montreal, Quebec. This role offers a chance to manage client accounts while providing top-tier administrative support.
As a Trust Associate, you will play a crucial role in assisting the Trust Officer with day-to-day management of client accounts. The position requires a proactive approach, ensuring accurate administration and a deep understanding of client needs. Your role will include maintaining solid communication channels and applying best practices in compliance and operational risk management.
Key Responsibilities
Support Trust Officer in delivering personalized client services
Execute daily requirements for account oversight and administration
Monitor cash positions and address issues promptly
Compile asset information for current trust accounts promptly
Enable a high-performance work environment for the team
Requirements:
High School Diploma with Financial Industry course work
Solid ability to multi-task and manage time efficiently
Proven record of effective communication skills
Basic understanding of Trust Accounting concepts
Bilingual proficiency in English and French
Develop your career in trust administration while championing exceptional client service at Scotia Wealth Management in Montreal.
📌 Trust Administration Associate Montreal
🏢 Scotia Wealth Management
📍 Montreal