Join Scotia Wealth Management in Montreal as a Trust Associate, providing proactive support to Trust Officers and delivering exceptional service to clients and beneficiaries.
As a key player in the administrative team, you'll focus on managing high net worth client portfolios with various complexities. The role requires attention to cash positions, accurate documentation, and a customer-focused approach. Your skills in client interaction and financial procedures will be vital in ensuring a high-quality experience.
Key Responsibilities:
• Assist and back-up Trust Officer for client interactions
• Maintain oversight of cash positions and report anomalies
• Prepare asset information and opening records for new accounts
• Draft necessary documentation for oversight and approvals
• Foster a client-focused culture within the team
Requirements:
• Strong communication and interpersonal abilities
• Proven aptitude for multi-tasking in a dynamic environment
• Enr...