Support Indigenous Trust Services in Vancouver as a Private Trust Client Services Associate, using careful administration and client communication. Serve TD Wealth clients alongside Trust Officers and relationship managers.
This associate role supports trust administration for Indigenous clients and delivers consistent service across complex accounts. You will provide administrative, analytical, and service support to Indigenous Trust Services Trust Officers and the Private Trust Manager. The work includes client correspondence, account documentation, incoming requests, and relationship support.
Key Responsibilities:
- Support relationship managers with client service commitments
- Maintain client profiles and account-specific documents
- Respond promptly to calls, questions, and requests
- Provide accurate administrative and analytical support
- Keep professional knowledge current on industry developments
Requirements:
- Undergraduate degree
- Working toward or completed Canadian Securities Course
- Trust and Estate Practitioner progress or completion is an asset
- Solid communication and relationship-building skills
- Ability to work collaboratively, confidentially, and independently
Bring organized trust administration, responsive communication, and relationship support to TD Wealth’s Indigenous Trust Services team.