Trust Associate at Scotia Wealth Management

Elevate client service as a Trust Associate at Scotia Wealth Management in Barrie, Ontario. Provide administrative support, manage trust accounts, and ensure exceptional service for clients and beneficiaries.
In this role, you will support the Trust Officer by overseeing various client accounts and maintaining relationships with beneficiaries and Co-Trustees. Your proactive approach and attention to detail will help you excel in account administration and client communication, enhancing the client experience for high net worth individuals.
Key Responsibilities:
• Assist in creating a best-in-class client service experience
• Provide essential back-up support in the Trust Officer's absence
• Maintain surveillance over cash positions; prepare accurate entries
• Assemble client information and prepare records for accounts
• Draft routine documentation for internal oversight and compliance
Requirements:
• Proven record of delivering excellent client service
• ...

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