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Trust Associate
4 weeks ago
As 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 Responsibilities
- Assist the Trust Officer in providing personalized client service to high net worth clients and beneficiaries
- Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention
- Prepare routine correspondence and documentation, including draft documentation for internal oversight groups
- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships
Requirements
- Proactive with a proven track record of providing exceptional client service
- Strong interpersonal and verbal communication skills
- Strong time management skills and a proven ability to multi-task
- High School Diploma and enrollment in Financial Industry courses
- Working knowledge of asset management and administrative procedures
About Scotiabank
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. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
