Trust Associate
3 weeks ago
The role involves providing administrative and client service support to a Trust Officer, assisting with account management, and dealing with external contacts.
Key responsibilities include:
- Providing a best-in-class client experience through timely and accurate account administration
- Dealing with external contacts, gathering and relaying information, and serving as the point of contact in the Trust Officer's absence
- Maintaining daily surveillance over cash positions and providing reports for any cash positions requiring remedial attention
- Preparing detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice
- Assembling information regarding assets in new accounts, including research into tax costs, and ensuring the preparation of the opening inventory/Record of Trust
- Preparing routine correspondence and documentation
- Actively pursuing effective and efficient operations of their respective areas
The ideal candidate will have:
- Proactive skills and a proven track record of providing a best-in-class client experience
- Strong interpersonal and verbal communication skills
- Strong time management skills and a proven ability to multi-task
- Relevant education and certifications, such as CSC, IFIC, STEP Canada, and ICB
- A working knowledge of asset management and administrative procedures
Scotiabank values a diverse and inclusive work environment and is committed to creating opportunities for all employees to succeed.
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Trust Associate
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Trust Associate to provide exceptional client service and administrative support to our Trust Officers and their account portfolios. As a key member of our team, you will be responsible for managing client relationships, providing proactive administrative support, and ensuring the timely and accurate administration...
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Trust Associate
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Trust Associate to provide exceptional client service and administrative support to our Trust Officers and their account portfolios. As a key member of our team, you will be responsible for managing client relationships, providing proactive administrative support, and ensuring the timely and accurate administration...
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Trust Associate
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryAs a Trust Associate at Scotiabank, you will provide exceptional client service and administrative support to a Trust Officer and their account portfolio. Your proactive approach will ensure timely and accurate account administration, while your technical expertise and personal integrity will provide a best-in-class client experience.Key...
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Trust Associate
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Estate and Trust Specialist
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Estate and Trust Specialist
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Estate and Trust Specialist
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Calgary, Alberta, Canada Peoples Trust Full timeAbout Peoples TrustPeoples Trust is a boutique financial institution with a strong presence in the Canadian marketplace. With over 35 years of experience, we have established a reputation for providing exceptional customer service and expertise in commercial mortgage financing.About the RoleWe are seeking a highly skilled Commercial Account Manager to join...
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