Toronto-based Private Trust Client Service Associates apply organization and client service skills within TD Wealth’s Specialized Services division. The role is primarily office-based and full time.

Supporting Trust Officer(s), this associate provides administrative service to Private Trust clients and internal or external partners. The position requires communication, detail orientation, prioritization, and financial services experience. TD Private Trust supports individuals, corporations, and charitable entities through trust services.

Responsabilités principales :

- Provide timely administration based on client requests and commitments
- Manage expectations for internal partner and client requests
- Assist with timely collection of fees and revenue




- Document accounts and files according to requirements
- Participate in projects, meetings, courses, and knowledge sharing

Exigences :

- Undergraduate degree
- Solid organization, detail orientation, and multitasking abilities
- Excellent communication and relationship-building skills
- Financial services experience in one or more sectors
- CIRE or IFIC, and TEP studies, considered assets

Support Private Trust administration in Toronto through organized client service, compliance awareness, communication, and dependable teamwork.

📌 Private Trust Client Service Associate (Toronto)
🏢 TD Bank Group
📍 Toronto