Job Description
Support Trust Officers at Scotia Wealth Management in Montreal as a Trust Associate. Focus on managing high net worth portfolios while ensuring exceptional client service.
In this crucial administrative role, you will assist with client interactions, handle cash positions, and prepare asset information for new accounts. Attention to detail and a client-focused mindset are essential for delivering exceptional service and maintaining high standards of financial documentation.
Key Responsibilities:
• Assist Trust Officers with client communications
• Monitor cash positions and identify discrepancies
• Prepare asset information for new accounts
• Draft documentation for approval processes
• Champion a client-centered culture in the team
Requirements:
• Excellent communication and interpersonal skills
• Ability to multitask in a dynamic environment
• Enrollment in Financial Industry courses
• Basic knowledge of Trust Accounting
• Bilingual in English a...
In this crucial administrative role, you will assist with client interactions, handle cash positions, and prepare asset information for new accounts. Attention to detail and a client-focused mindset are essential for delivering exceptional service and maintaining high standards of financial documentation.
Key Responsibilities:
• Assist Trust Officers with client communications
• Monitor cash positions and identify discrepancies
• Prepare asset information for new accounts
• Draft documentation for approval processes
• Champion a client-centered culture in the team
Requirements:
• Excellent communication and interpersonal skills
• Ability to multitask in a dynamic environment
• Enrollment in Financial Industry courses
• Basic knowledge of Trust Accounting
• Bilingual in English a...