Wealth Trust Associate — Client Services

Scotiabank; Edmonton; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian bank seeks a proactive Trust Associate to support Trust Officers with account administration and client service. The role requires strong interpersonal skills, time management, and a High School Diploma, along with enrolment in Financial Industry courses. Responsibilities include maintaining client relationships, managing cash positions, and ensuring compliance with bank practices. The ideal candidate will thrive in a high-performance environment and contribute to an inclusive workplace.

Qualifications

• Proactive with a proven track record of providing a best in class client experience.
• Strong interpersonal and verbal communication skills.
• Basic knowledge of Trust Accounting principles.

Responsibilities

• Assist the Trust Officer with providing a best in class, proactive and personalized client experience.
• Maintain daily surveillance over cash positions and provide reports as needed.
• Prepare routine correspondence and documentation.

Skills

Client experience

Interpersonal skills

Time management

PC Skills

Education

High School Diploma

Enrolment in Financial Industry courses

Job description

A leading Canadian bank seeks a proactive Trust Associate to support Trust Officers with account administration and client service. The role requires strong interpersonal skills, time management, and a High School Diploma, along with enrolment in Financial Industry courses. Responsibilities include maintaining client relationships, managing cash positions, and ensuring compliance with bank practices. The ideal candidate will thrive in a high-performance environment and contribute to an inclusive workplace.