Support high-net-worth clients as a Trust Associate at Scotiabank in Vancouver, British Columbia. This role emphasizes proactive client service and robust account management. As a Trust Associate within Scotia Wealth Management, you will offer crucial administrative support to Trust Officers.
Your responsibilities will include managing client, beneficiary, and Co-Trustee interactions, ensuring timely account administration, and maintaining a solid customer-focused culture. Your expertise will be vital in creating a seamless experience for clients, while executing tasks efficiently and accurately. Key Responsibilities:
- Assist Trust Officer with personalized client experience
- Maintain daily surveillance of cash positions
- Assemble information for new accounts and asset records
- Prepare documentation for internal oversight groups
- Champion compliance with Bank’s risk appetite Requirements:
- Proactive with client service experience
- Strong time management and communication skills
- Enrolled in Financial Industry courses like CSC or IFIC
- Basic knowledge of Trust Accounting principles
- High School Diploma or equivalent Elevate client relationships with your skills in account administration and financial services at Scotiabank.
📌 Trust Associate at Scotiabank Vancouver
🏢 Scotiabank
📍 Vancouver
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