Join TD Wealth as a Private Client Services Associate focusing on Indigenous Trust Services in Sudbury, Ontario. Build long-term relationships and develop your expertise in trust administration and client management.
As a key member of our Indigenous Trust Services team, you will work closely with Trust Officers to manage Indigenous trust relationships. This role emphasizes gaining hands-on experience with trust administration, governance requirements, and client needs. You will also cultivate communication skills while navigating complex situations and ensuring superior service.
Key Responsibilities:
• Support administration of Indigenous trust relationships with Trust Officers
• Communicate with clients and address their service inquiries
• Learn about trust governance and documentation processes
• Coordinate meetings and follow-up activities efficiently
• Maintain accurate client records to meet regulatory requirements
Requirements:
• Undergraduate degree or equivalent experience
• 1 to 3 years in administration or Trust & Estates
• Robust organizational and communication skills
• Curiosity in trust and wealth management
• Interest in supporting Indigenous clients and communities
Cultivate your skills in trust management and build meaningful relationships at TD Wealth's Indigenous Trust Services.
#J-18808-Ljbffr