Trust Operations & Client Services Associate

Scotiabank; Montreal; On-site; CAD 52,000 - 72,000; Full time

Job summary

Scotiabank in Canada is seeking a Trust Associate to provide proactive administrative and client service support to a Trust Officer and a diverse portfolio. You will handle day-to-day account management, asset information, and diary maintenance to ensure accurate and timely processing while liaising with beneficiaries, clients, and external contacts.

The role emphasizes attention to detail, strong communication, and adherence to risk and compliance practices within a wealth management context.

Qualifications

• Proactive with a proven track record of providing a best in class client experience.
• Willingness to learn new concepts and apply them to daily tasks.
• Strong interpersonal and verbal communication skills.
• Ability to manage time and multi-task effectively.
• Knowledge of asset management and administrative procedures is preferred.
• Good PC skills and basic understanding of Trust Accounting.

Responsibilities

• Assist the Trust Officer with proactive client service and account administration.
• Provide back-up by knowing client accounts and addressing needs promptly.
• Maintain daily surveillance over cash positions and prepare fee calculations.
• Assemble information for new accounts and manage diaries for key matters.
• Prepare routine correspondence and ensure compliance with internal processes.
• Support a customer-focused culture and collaborate with Bank relationships.

Skills

Proactive client service

Interpersonal communication

Time management

Multitasking ability

Strong PC skills

Enrolment in financial industryCourses

Asset management knowledge

Trust accounting principles

Bilingual English/French

Detail oriented

Education

High School Diploma

Enrolment in Financial Industry courses

Tools

Microsoft Office

Job description

Scotiabank in Canada is seeking a Trust Associate to provide proactive administrative and client service support to a Trust Officer and a diverse portfolio. You will handle day-to-day account management, asset information, and diary maintenance to ensure accurate and timely processing while liaising with beneficiaries, clients, and external contacts.

The role emphasizes attention to detail, strong communication, and adherence to risk and compliance practices within a wealth management context.