Trust Officer Associate

1 week ago

Montreal, Quebec, Canada Scotiabank Full time

About the Role:

The Associate Trust Officer is 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 policy and procedure, the operating document, client needs and current legislation.

Key Responsibilities:

  • Provide personalized service to clients/beneficiaries at established levels, exemplified by timely and accurate account administration and effective interaction with them, their advisors and where applicable, the Co-Trustees.
  • Limit corporate risk exposure by ensuring that account administration is carried out in compliance with defined policies and procedures and audit standards.
  • Create/authorize accurate and timely accounting entries for payments to third parties, realization of assets, fee collection, trading activity, distributions to clients/beneficiaries.
  • Prepare/approve detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local/judicial practice.
  • Identify new business opportunities for Scotiabank that may arise in the course of managing client relationships.

Requirements:

  • Successful completion of Canadian Securities Course
  • University Degree or equivalent industry experience
  • Successful completion of three courses towards Member, Trust Institute or Specialist, Trust Institute designation/diploma
  • Thorough knowledge of Trust Accounting Principles
  • Thorough knowledge of Trust Accounting Systems
  • Working knowledge of Personal Trust Policies
  • Thorough knowledge of each Scotia Wealth Management Business Line's value proposition
  • Thorough knowledge of the full Scotia Wealth Management product and service offering in order to identify opportunities across the Scotia Wealth Management Team of Experts
  • Working knowledge of the products and services offered by Scotiabank (external to SWM) in order to identify and refer clients as appropriate
  • Working knowledge of the Financial Planning processes and tools

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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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