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Trust Associate - 1 year contract
Location:
Toronto
Description:
Requisition ID: 184206 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management, oversight and account administration for client, beneficiary and Co-Trustee relationships. While discussions with Co-Trustees, beneficiaries, clients, their advisors and the business community will generally be the responsibility of the Trust Officer, the Trust Associate will frequently deal with external contacts, gather and relay information and is designated as the point of contact in the absence of the Trust Officer. Key Job Accountabilities 1. Administration and Relationship Management Support • • Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns. • • Provide effective back-up in the absence of the Trust Officer by demonstrating a detailed knowledge of the accounts and responding to the client and beneficiary needs in a timely manner, referring matters to other resources where appropriate. • • Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice • • Assemble information regarding assets in new accounts (including research. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Trust Associate - 1 year contract
Trust Associate - 1 year contract is a Other Art & Media Jobs Trust Associate - Year Job at Scotiabank located in United States. Find other listings like Trust Associate - 1 year contract by searching Oodle for Other Art & Media Jobs Trust Associate - Year Jobs.
Trust Associate - 1 year contract is a Other Art & Media Jobs Trust Associate - Year Job at Scotiabank located in United States. Find other listings like Trust Associate - 1 year contract by searching Oodle for Other Art & Media Jobs Trust Associate - Year Jobs.