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Trust Associate

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Trust Associate to join our Scotia Wealth Management team in Vancouver, Canada. As a key member of our team, you will provide exceptional client service and administrative support to our Trust Officers and their clients.

Key Responsibilities
  • Provide proactive administrative support to Trust Officers, including account administration, client communication, and cash management.
  • Assist with the preparation of client reports, statements, and other documentation.
  • Develop and maintain strong relationships with clients, beneficiaries, and Co-Trustees.
  • Collaborate with internal teams to ensure seamless delivery of services.
  • Stay up-to-date with industry developments and regulatory requirements.
Requirements
  • High School Diploma or equivalent.
  • Enrolment in Financial Industry courses (e.g. CSC, IFIC, STEP Canada, ICB).
  • Working knowledge of asset management and administrative procedures.
  • Strong PC skills and proficiency in Microsoft Office.
  • Basic knowledge of Trust Accounting principles.
What We Offer

As a Trust Associate at Scotiabank, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our clients. We offer a competitive salary, comprehensive benefits package, and opportunities for career growth and development.

At Scotiabank, we value diversity and inclusion, and are committed to creating a workplace that is inclusive and accessible to all employees. If you require accommodation during the recruitment and selection process, please let us know.