18 Oct
|
TD
|
Greater Sudbury
18 Oct
TD
Greater Sudbury
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.
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📌 Indigenous Trust Client Service Associate (Greater Sudbury)
🏢 TD
📍 Greater Sudbury