29 Oct
|
Scotiabank
|
Vancouver
29 Oct
Scotiabank
Vancouver
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 strong 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 experienceMaintain daily surveillance of cash positionsAssemble information for recent accounts and asset recordsPrepare documentation for internal oversight groupsChampion compliance with Bank's risk appetiteRequirements:Proactive with client service experienceStrong time management and communication skillsEnrolled in Financial Industry courses like CSC or IFICBasic knowledge of Trust Accounting principlesHigh School Diploma or equivalentElevate client relationships with your skills in account administration and financial services at Scotiabank.
📌 Trust Associate At Scotiabank Vancouver
🏢 Scotiabank
📍 Vancouver