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.