Montreal Trust Associate At Scotia Wealth
Scotiabank • montreal (administrative region), Canada
Role Description
Trust Associate
Become a Trust Associate at Scotia Wealth Management in Montreal and provide exceptional client service while supporting Trust Officers. Manage complex client portfolios and enhance customer relationships.
In this position, you will play a crucial role in delivering a best‑in‑class service experience for high net worth clients.
Key Responsibilities
- Support Trust Officer to enhance client service
- Step in effectively when Trust Officer is unavailable
- Handle daily cash position surveillance and reporting
- Gather information on assets for recent trust accounts
- Prepare necessary documentation for internal approvals
Requirements
- Proven track record of proactive client service
- Robust verbal communication and time management skills
- Working knowledge of asset management processes
- Basic understanding of Trust Accounting
- Proficiency in Engli...