22 Oct
|
Scotiabank
|
Canada
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 solid 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 new accounts and asset records
• Prepare documentation for internal oversight groups
• Champion compliance with Bank’s risk appetite
Requirements:
• Proactive with client service experience
• Strong 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.
📌 Trust Associate at Scotiabank Vancouver (Canada)
🏢 Scotiabank
📍 Canada