Trust Associate, Scotiatrust - Montreal, QC

Overview

As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management, oversight and account administration for client, beneficiary and Co-Trustee relationships.

Responsibilities

• Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
• Provide effective back-up in the absence of the Trust Officer by demonstrating a detailed knowledge of the accounts and responding to the client and beneficiary needs in a timely manner, referring matters to other resources where appropr...