Trust Associate
1 month ago
Requisition ID: 186775
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.
**Is this role right for you? In this role, you will**:
- 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.
**Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**:
- Proactiveness 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
- High School Diploma
- Enrolment in Financial Industry courses such as 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 : London
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.
We have other current jobs related to this field that you can find below
-
Trust Associate
1 week ago
London, Canada Scotiabank Full timeRequisition ID: 186775 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,...
-
Associate Trust Officer
3 weeks ago
London, Canada Royal Bank of Canada Full time**Job Summary** As an Associate Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs while working towards your Trust Officer designation. You will achieve business results in partnership with the team by identifying, growing, and retaining a...
-
Associate Trust Officer
2 weeks ago
London, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs an Associate Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs while working towards your Trust Officer designation. You will achieve business results in partnership with the team by identifying, growing, and retaining a...
-
Private Trust Client Service Associate
2 weeks ago
London, Ontario, Canada TD Bank Full timeTD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Private Trust builds dynamic and long-lasting...
-
St Trust Administrator
2 weeks ago
London, Canada Scotiabank Full timeRequisition ID: 168418 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 to...
-
St Trust Administrator
2 weeks ago
London, Canada Scotiabank Full timeRequisition ID: 182989 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 Accounting
2 weeks ago
London, Ontario, Canada Canada Life Assurance Company Full timeJob Description:Reporting to the Assistant Manager, Quadrus Trust & Settlement, the Trust Accounting & Settlement Technician operates in a fast-paced environment with ties to both Financial Operations and Wealth Operations. The Trust and Settlement team is responsible for the reconciliation of individual client trust accounts and the settlement of all client...
-
Trust Accounting
2 weeks ago
London, Ontario, Canada Canada Life Assurance Company Full timeTrust Accounting & Settlement Technician**Description: - Permanent Full Time- Reporting to the Assistant Manager, Quadrus Trust & Settlement, the Trust Accounting & Settlement Technician operates in a fast-paced environment with ties to both Financial Operations and Wealth Operations. The Trust and Settlement team is responsible for the reconciliation of...
-
Trust Accounting
4 weeks ago
London, Canada Canada Life Assurance Company Full time**Job Description**: Reporting to the Assistant Manager, Quadrus Trust & Settlement, the Trust Accounting & Settlement Technician operates in a fast-paced environment with ties to both Financial Operations and Wealth Operations. The Trust and Settlement team is responsible for the reconciliation of individual client trust accounts and the settlement of all...
-
Trust Accounting
4 weeks ago
London, Canada Canada Life Assurance Company Full time**Job Description**: Reporting to the Assistant Manager, Quadrus Trust & Settlement, the Trust Accounting & Settlement Technician operates in a fast paced environment with ties to both Financial Operations and Wealth Operations. The Trust and Settlement team is responsible for the reconciliation of individual client trust accounts and the settlement of all...
-
Trust Accounting
4 days ago
London, Canada Canada Life Assurance Company Full timeTrust Accounting & Settlement Technician **Description: - Temporary Full Time- Reporting to the Assistant Manager, Quadrus Trust & Settlement, the Trust Accounting & Settlement Technician operates in a fast-paced environment with ties to both Financial Operations and Wealth Operations. The Trust and Settlement team is responsible for the reconciliation of...
-
Trust Accounting
4 days ago
London, Canada Canada Life Assurance Company Full timeTrust Accounting & Settlement Technician **Description: - Permanent Full Time- Reporting to the Assistant Manager, Quadrus Trust & Settlement, the Trust Accounting & Settlement Technician operates in a fast-paced environment with ties to both Financial Operations and Wealth Operations. The Trust and Settlement team is responsible for the reconciliation of...
-
Registered Dental Hygienist
1 month ago
London, Canada Associate Recruiter Inc. Full timeAre you a skilled and compassionate Registered Dental Hygienist seeking a new and exciting opportunity? Our thriving dental office in London, ON is on the lookout for a talented professional to join our dynamic team for a maternity leave, which could lead to permanent. Schedule: Part Time or Full Time Hours, . This position can be 3-5 days per week.Flexible...
-
Registered Dental Hygienist
4 weeks ago
London, Canada Associate Recruiter Inc. Full time*Are you a skilled and compassionate Registered Dental Hygienist seeking a new and exciting opportunity?*Our thriving dental office in London, ON is on the lookout for a talented professional to join our dynamic team for a maternity leave, which could lead to permanent.*Schedule: *Part Time or Full Time Hours, . This position can be 3-5 days per...
-
Registered Dental Hygienist
1 month ago
London, Canada Associate Recruiter Inc. Full timeAre you a skilled and compassionate Registered Dental Hygienist seeking a new and exciting opportunity? Our thriving dental office in London, ON is on the lookout for a talented professional to join our dynamic team for a maternity leave, which could lead to permanent. Schedule: Part Time or Full Time Hours, . This position can be 3-5 days per week.Flexible...
-
Registered Dental Hygienist
1 month ago
London, Canada Associate Recruiter Inc. Full time €45 - €50Are you a skilled and compassionate Registered Dental Hygienist seeking a new and exciting opportunity? Our thriving dental office in London, ON is on the lookout for a talented professional to join our dynamic team for a maternity leave, which could lead to permanent. Schedule: Part Time or Full Time Hours, . This position can be 3-5 days per week.Flexible...
-
Registered Dental Hygienist
4 weeks ago
London, Canada Associate Recruiter Inc. Full timeAre you a skilled and compassionate Registered Dental Hygienist seeking a new and exciting opportunity? Our thriving dental office in London, ON is on the lookout for a talented professional to join our dynamic team for a maternity leave, which could lead to permanent. Schedule: Part Time or Full Time Hours, . This position can be 3-5 days per week.Flexible...
-
Registered Dental Hygienist
2 weeks ago
London, Ontario, Canada Associate Recruiter Inc. Full time*Are you a skilled and compassionate Registered Dental Hygienist seeking a new and exciting opportunity?Our thriving dental office in London, ON is on the lookout for a talented professional to join our dynamic team for a maternity leave, which could lead to permanent.*Schedule: *Part Time or Full Time Hours, . This position can be 3-5 days per week.Flexible...
-
Associate Dentist
4 weeks ago
London, Canada Dentalcorp Canada Full timeAbout us: dentalcorp is Canada's largest and fastest growing network of dental practices, committed to advancing the overall well-being of Canadians by delivering the best clinical outcomes and unforgettable experiences. dentalcorp acquires leading dental practices, uniting them in a common goal: to be Canada's most trusted healthcare network. Leveraging its...
-
Associate Dentist
6 hours ago
London, Canada Dentalcorp Canada Full timeAbout us: dentalcorp is Canada's largest and fastest growing network of dental practices, committed to advancing the overall well-being of Canadians by delivering the best clinical outcomes and unforgettable experiences. dentalcorp acquires leading dental practices, uniting them in a common goal: to be Canada's most trusted healthcare network. Leveraging its...