Trust Associate at Scotia Wealth Management

Elevate your career at Scotia Wealth Management in Montreal as a Trust Associate. Focus on providing exceptional client service and managing complex portfolios for high net worth clients.
In this role, you will support Trust Officers, ensuring best-in-class service delivery. You will engage with clients proactively and enhance their experience by stepping in when needed, managing cash position monitoring, and preparing essential documentation for internal approvals.
Key Responsibilities:
• Support Trust Officer to enhance client service
• Step in effectively when Trust Officer is unavailable
• Handle daily cash position surveillance and reporting
• Gather information on assets for recent trust accounts
• Prepare necessary documentation for internal approvals
Requirements:
• Proven track record of proactive client service
• Robust verbal communication and time management skills
• Working knowledge of asset management processes
• Basic understanding of...