Indigenous Wealth Trust Associate — Client Care & Admin

Scotiabank; Vancouver; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank, Vancouver, seeks a Trust Associate to support a Trust Officer within Indigenous Wealth Solutions. You will provide proactive client service across a portfolio, ensuring accurate account administration with attention to cultural nuances.

The role emphasizes collaboration, governance awareness, and timely issue resolution, contributing to Scotiabank’s Truth and Reconciliation Action Plan and a high-performance, inclusive culture.

Qualifications

• High School Graduate.
• Desirable enrolment in STEP Canada, CSC, IFIC, ICB, NATOA courses.
• Working knowledge of asset management and administrative procedures.
• Strong PC skills and basic knowledge of Trust Accounting principles.
• Some estate/trust administration, Indigenous governance or cultural protocols experience is desirable.

Responsibilities

• Provide administration and relationship management support to the Trust Officer and Indigenous Wealth Solutions clients.
• Maintain daily surveillance of cash positions and prepare accurate fee calculations and statements.
• Assemble asset information for new accounts and set up client and asset data with diaries and remittance processing.
• Prepare routine correspondence and documentation for internal oversight groups.

Skills

Client experience

Interpersonal skills

Time management

Education

High School Graduate

Financial industry courses (STEP/CSC/IFIC/ICB/NATOA)

Tools

PC skills

Trust accounting basics

Job description

Scotiabank, Vancouver, seeks a Trust Associate to support a Trust Officer within Indigenous Wealth Solutions. You will provide proactive client service across a portfolio, ensuring accurate account administration with attention to cultural nuances.

The role emphasizes collaboration, governance awareness, and timely issue resolution, contributing to Scotiabank’s Truth and Reconciliation Action Plan and a high-performance, inclusive culture.