Private Trust Client Service Associate – Indigenous Trust Services

Jobtailor; Winnipeg; On-site; CAD 42,000 - 68,000; Full time

Job summary

Jobtailor is seeking a Trust Administrator to support Private Trust ITS by maintaining client profiles, documents, and routines. The role emphasizes personable communication and accurate, organized service to clients and colleagues.

The position requires an Undergraduate degree with CSC/TEP assets desirable, and the ability to collaborate, maintain confidentiality, and work independently in a cross-functional team environment.

Qualifications

• Undergraduate degree required.
• CSC certification in progress or completed is an asset.
• TEP certification is an asset to have or pursue.
• Strong communication skills are essential.
• Ability to work collaboratively, confidentially, and independently.
• Ability to follow instructions and build relationships.

Responsibilities

• Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through personable communication and correspondence.
• Maintain client profiles, account-specific documents, and client contact routines.
• Provide accurate, organized, and efficient service to external clients and internal colleagues and contacts.
• Handle and promptly respond to incoming calls, questions, and requests, or direct them to the appropriate person or area.
• Assist Trust Officers with complex Indigenous client trust accounts and trust administration.
• Collaborate with cross-functional teams when required.

Skills

Strong communication skills

Collaboration

Confidentiality

Independence

Relationship building

Following instructions

Education

Undergraduate degree

Canadian Securities Course (CSC)

Trust & Estate Practitioner (TEP)

Job description

• Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through personable communication and correspondence


• Maintain client profiles, account-specific documents, and client contact routines


• Provide accurate, organized, and efficient service to external clients and internal colleagues and contacts


• Handle and promptly respond to incoming calls, questions, and requests, or direct them to the appropriate person or area


• Support the Private Trust ITS business by improving professional knowledge and staying current on trends, developments, tools, and techniques


• Work autonomously and provide specialized skills and expertise in a moderate- to high-complexity environment


• Collaborate with cross-functional teams when required


• Assist others in completing work activities and keep colleagues informed and up to date


• Provide administrative, analytical, and service support to ITS Trust Officers and the Private Trust Manager


• Serve as a secondary contact for clients of relationship managers


• Assist Trust Officers with complex Indigenous client trust accounts and trust administration

Requirements

• Undergraduate degree


• Working towards or completion of the Canadian Securities Course (CSC)


• Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset


• Strong communication skills


• Ability to work collaboratively, confidentially, and independently


• Ability to follow instructions/direction and build relationships

Core Competencies

Demonstrates strong communication and organizational skills while providing administrative and analytical support in a client-focused environment. Capable of managing complex trust accounts and collaborating effectively with cross-functional teams.

Highest-signal resume keywords

• Strong Communication Skills


• Client Relationship Management


• Trust Administration


• Canadian Securities Course (CSC)


• Trust & Estate Practitioner (TEP)

Hard Skills

• Client Profile Management


• Document Organization


• Analytical Support


• Administrative Support


• Trust Account Management

Soft Skills

• Collaboration


• Confidentiality


• Independence


• Relationship Building


• Following Instructions

Certifications & Qualifications

• Undergraduate Degree


• Canadian Securities Course (CSC)


• Trust & Estate Practitioner (TEP)

Industry Keywords

• Private Trust


• Indigenous Client Trust Accounts


• Cross-Functional Collaboration


• Service Commitments


• Professional Knowledge