Private Trust Client Services Associate (Vancouver)

Private Trust Client Services Associate (Vancouver)

29 Oct
|
TD
|
Vancouver

29 Oct

TD

Vancouver

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 skilled 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
- Strong 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.

📌 Private Trust Client Services Associate (Vancouver)
🏢 TD
📍 Vancouver

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