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.