Join Scotia Wealth Management's Barrie office as a Trust Associate, providing high-level administrative support to Trust Officers. Handle account administration while enhancing client relations and service efficiency.
As a Trust Associate, your role focuses on managing complex accounts for high net worth clients and ensuring their needs are met through personalized service. You will frequently engage with external contacts and act as a vital support resource, particularly when the Trust Officer is unavailable.
Key Responsibilities:
• Deliver proactive client services and support ongoing relationships
• Manage account administration and respond to client inquiries
• Analyze cash positions; report on necessary actions
• Prepare and maintain records for new client accounts
• Handle documentation related to beneficiary and court approvals
Requirements:
• Exceptional client service skills and attention to detail
• Strong ability to manage multiple tasks efficie...