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Private Trust Client Service Associate
2 hours ago
Work Location: Edmonton, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD Job Description: As a Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers. You will also serve as a secondary contact for the clients of these relationship managers. Responsibilities Support a designated relationship manager in meeting service commitments to Private Trust clients through highly personable communication and correspondence Maintain client profile and account‑specific documents as well as client contact routines for all clients and in support of client relationship managers Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflects TD's industry‑leading high standards and guiding principles Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross‑functional team collaboration Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date Qualifications Undergraduate degree Preferably 1 to 3 years of relevant experience in a related field Knowledge of the Trust industry is an asset, but not mandatory Working towards or completion of the Canadian Investment Regulatory Exam (CIRE) Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationship #J-18808-Ljbffr
