Job Description
Join Scotia Wealth Management as a Trust Associate located in Montreal, Quebec. This role emphasizes delivering an exceptional client experience while supporting Trust Officers in administrative tasks and account management.
As a Trust Associate, your main tasks involve assisting with day-to-day management of accounts and engaging with clients and beneficiaries. You must exhibit a proactive approach to client service and possess strong communication skills to represent the Trust Officer when needed. Effective monitoring of cash positions and accurate reporting are key aspects of your responsibilities in this fast-paced environment.
Key Responsibilities:
• Assist Trust Officer in client portfolio management
• Conduct daily surveillance and reporting on cash positions
• Assemble essential information concerning new accounts
• Prepare correspondence and documentation as required
• Foster a customer-centric environment to enhance rela...
As a Trust Associate, your main tasks involve assisting with day-to-day management of accounts and engaging with clients and beneficiaries. You must exhibit a proactive approach to client service and possess strong communication skills to represent the Trust Officer when needed. Effective monitoring of cash positions and accurate reporting are key aspects of your responsibilities in this fast-paced environment.
Key Responsibilities:
• Assist Trust Officer in client portfolio management
• Conduct daily surveillance and reporting on cash positions
• Assemble essential information concerning new accounts
• Prepare correspondence and documentation as required
• Foster a customer-centric environment to enhance rela...