Trust Associate

7 months ago

Ottawa, Canada Scotiabank Full time

Requisition ID: 187579

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management, oversight and account administration for client, beneficiary and Co-Trustee relationships.
While discussions with Co-Trustees, beneficiaries, clients, their advisors and the business community will generally be the responsibility of the Trust Officer, the Trust Associate will frequently deal with external contacts, gather and relay information and is designated as the point of contact in the absence of the Trust Officer.

**Key Job Accountabilities**

**Administration and Relationship Management Support**
- Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
- Provide effective back-up in the absence of the Trust Officer by demonstrating a detailed knowledge of the accounts and responding to the client and beneficiary needs in a timely manner, referring matters to other resources where appropriate.
- Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice
- Assemble information regarding assets in new accounts (including research into the tax costs) and ensure the preparation of the opening inventory/Record of Trust. Set up client and asset information on the Trust including the creation and maintenance of diaries to provide for such matters as fixed remittances fee processing, investment reviews and statement production.
- Prepare routine correspondence and documentation, including draft documentation in respect of matters that policy requires be submitted to the appropriate internal oversight groups concerning beneficiary/court approval of fees and statements;

**Additional Accountabilities**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high-performance environment and contributes to an inclusive work environment.

**Skills Experience and Functional Competencies**
- Proactive with 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

**Education / Experience / Other Information**
- High School Graduate
- Enrolment in Financial Industry courses
- CSC, IFIC, STEP Canada, ICB.
- Working knowledge of asset management and administrative procedures
- Strong PC Skills:

- Basic knowledge of Trust Accounting principles

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

  • Trust Associate

    2 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 208716 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Trust Associate

    4 days ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 149053 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **_ Purpose_**: **As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day...

  • Trust Associate

    13 hours ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 172426 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role of the Trust Associate is to provide administrative support to the Trust Officer to ensure quality and timeliness of completion of Estate, Trust & POA Administration. This position contributes to maintaining high standards...

  • Associate Trust Officer

    4 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 206889 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As the **Associate Trust Officer, **you are responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services at established service quality levels and fee rates in accordance with corporate...

  • Bilingual Trust Associate, Md Private Trust, Ottawa

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 190665 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role of the Trust Associate is to provide administrative support to the Trust Officer to ensure quality and timeliness of completion of Estate, Trust & POA Administration. This position contributes to maintaining high standards...

  • Trust Associate, Centralized Trust Administration Group, Scotiatrust

    2 weeks ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 213128 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Trust Associate**with**in Scotiatrust’s Centralized Trust Administration Group (CTAG),**you provide proactive administrative and client service support to Senior Trust Associates and Scotiatrust Relationship Managers with...

  • Regional Trust Officer, Md Private Trust

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 194480 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Manager, Regional Trust Officers, you will be accountable for building trusted relationships with client to facilitate the administration of activities associated with estate and trust settlement. You will...

  • Director of Research, Trust and Endowment

    3 months ago

    Ottawa, Canada University of Ottawa Full time

    **Job Type**: Employee **Duration in Months** **(for fixed-term jobs): N/A **Job Family**: Financial Planning and Reporting **# of Open Positions**: 1 **Faculty/Service - Department**: Office of the Associate Vice-President, Financial Resources **Campus**: Tabaret Hall **Union Affiliation**: N/A **Date Posted**: September 20, 2024 **Closing...

  • Manager, Centralized Trust Administration Group

    7 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 198768 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Manager, Centralized Trust Administration Group, Scotiatrust, Scotia Wealth Management** As a **Manager, Centralized Trust Administration Group,** you lead and oversee Senior Trust Associates within Scotiatrust’s Centralized...

  • Estate and Trust Consultant, Scotiatrust

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 188898 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...

  • Manager, Trust Deposit Operations Gestionnaire

    7 months ago

    Ottawa, Canada Canada Deposit Insurance Corporation Full time

    **About us** We are an organization driven by purpose. We are obsessed about serving Canadians and we are deeply committed and passionate about protecting their hard-earned money when it matters most. We live our promises and commitments every day by serving Canadians as one, and we have their best interest at heart. We strive to build an inclusive,...

  • Sales Associate Iii

    7 months ago

    Ottawa, Canada Coach Full time

    Position: Sales Associate Coach was founded in 1941 as a family-run workshop, and today is a leading New York design house of modern luxury accessories and lifestyle collections. We attribute the prominence of the Coach brand to the unique combination of our original American attitude and design, our heritage of fine leather goods and custom fabrics, our...

  • Sales Associate

    7 months ago

    Ottawa, Canada Cleo Fashions Inc Full time

    **CLEO** **SALES ASSOCIATE** **CARLINGWOOD SHOPPING PLAZA** **PART TIME** As a Sales Associate with cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your closet with 50%...

  • Sales Associate

    6 months ago

    Ottawa, Canada Cleo Fashions Inc Full time

    **CLEO** **SALES ASSOCIATE** **TRAINYARDS, OTTAWA, ONTARIO** **PART TIME** As a Sales Associate with cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your closet with 50%...

  • Sales Associate

    7 months ago

    Ottawa, Canada Cleo Fashions Inc Full time

    **CLEO** **SALES ASSOCIATE** **CARLINGWOOD SHOPPING PLAZA** **PART TIME** As a Sales Associate with cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your closet with 50%...

  • Associate Dentist- Dr. Sam Lee Dental

    7 months ago

    Ottawa, Canada Dentalcorp Canada Full time

    **We are looking for an experienced general dentist with an interest in orthodontics, to succession into a very established clinic and team with a generational patient base.** Dr. Sam Lee is a well-established and trusted dental clinic located in Orleans, Ottawa. We are dedicated to providing exceptional dental care in a patient-centric environment. Our...

  • Part-time Sales Associate

    2 weeks ago

    Ottawa, Canada Match Retail Full time

    Overview: **Part-Time Sales Associate - Nespresso** **Location**: Ottawa - Kanata, Carling, Marivale, Coventry ( 1 rep for each location) **Position Type**: Part-Time (up to 30 hours/week) **Hourly Rate**: $25/hour + sales incentives **Match Retail** is seeking enthusiastic and dynamic Sales Associates to represent a prestigious luxury brand, Nespresso. If...

  • Associate Financial Consultant

    7 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 199816 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant - Digital Channels to join our team. Reporting to the...

  • Associate Account Executive

    3 weeks ago

    Ottawa, Canada Eclipsys Full time

    Are you a recent grad ready to jumpstart your career in technology sales? At Eclipsys, we are excited to add new grad Associate roles to our world-class sales team. You will receive endless support to grow your career, begin a journey to amazing earnings, and receive mentorship and training to set you up for success. **What's In It For You**: Career...

  • Sales Associate

    6 months ago

    Ottawa, Canada Cleo Fashions Inc Full time

    **CLEO** **SALES ASSOCIATE** **OTTAWA TRAIN YARDS** **PART TIME** As a Sales Associate with cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your closet with 50% off...