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 robust 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 current accounts and asset records
• Prepare documentation for internal oversight groups
• Champion compliance with Bank’s risk appetite
Requirements:
• Proactive with client service experience
• Robust 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.
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📌 Trust Associate At Scotiabank Vancouver
🏢 Scotiabank
📍 Vancouver