Associate Trust Officer - Vancouer

Scotiabank; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Associate Trust Officer in Vancouver to provide estate, trust, and agency administration services. The role involves managing accounts, ensuring compliance, and promoting effective team operations. Ideal candidates will have a university degree, completion of the Canadian Securities Course, and strong knowledge of Trust Accounting Principles.

Qualifications

• Completion of Canadian Securities Course required.
• University Degree or equivalent experience necessary.
• Progress towards Trust Institute designation/diploma preferred.

Responsibilities

• Deliver personalized account administration and maintain effective communication.
• Ensure compliance with policies and standards to mitigate risk.
• Prepare and approve fee calculations and monitor cash positions.

Skills

Trust Accounting Principles

Financial Planning

Communication

Education

University Degree or equivalent experience

Completion of Canadian Securities Course

Progress towards Trust Institute designation/diploma

Job description

Requisition ID: 225414

Join a purpose-driven, high-performing team committed to results within an inclusive culture.

Role Overview

As the Associate Trust Officer, you will provide estate, trust, and agency administration services to clients and beneficiaries, ensuring service quality, adherence to policies, and compliance with legislation. You will manage your designated accounts and support larger, complex accounts as backup to the Senior Trust Officer.

Key Responsibilities

1. Deliver personalized account administration, maintaining effective communication with clients, beneficiaries, advisors, and co-trustees.
2. Ensure compliance with policies and standards to mitigate risk, including documentation and oversight of account activities.
3. Authorize and review accurate accounting entries, monitor cash positions, and take corrective actions as needed.
4. Prepare and approve fee calculations, obtain necessary approvals, and forecast fee collections.
5. Serve as the Primary Relationship Manager (PRM) for designated clients, utilizing the Financial Planning process to understand client needs and coordinate with the Team of Experts.
6. Promote effective team operations aligned with Scotiabank’s values and risk management standards.
7. Collaborate with the client’s PRM to identify and pursue new business opportunities.

Required Skills and Qualifications

• Completion of Canadian Securities Course
• University Degree or equivalent experience
• Progress towards Trust Institute designation/diploma
• Strong knowledge of Trust Accounting Principles and Systems
• Familiarity with Personal Trust Policies and Wealth Management offerings
• Understanding of Financial Planning processes and tools

Location

Vancouver, British Columbia, Canada

Additional Information

Scotiabank values diversity and inclusion. Accommodations are available upon request during the recruitment process. Candidates must apply online; only shortlisted candidates will be contacted.