Trust Associate Role

Position: Trust Associate Role at Scotiabank
Join Scotiabank's Indigenous Wealth Solutions team as a Trust Associate in Calgary, Alberta, and deliver exceptional support to high-net-worth clients. Focus on proactive service and efficient account administration to enhance client experiences.

As a Trust Associate, you will assist the Trust Officer in managing client accounts and relationships. Through active communication and personal integrity, you will help provide quality service tailored to clients’ needs. Key activities include oversight of cash positions and preparing necessary documentation for Trust transactions.

Key Responsibilities:

• Collaborate with the Trust Officer on client needs

• Ensure timely oversight of cash positions and documentation

• Research and assemble asset information for account openings

• Draft routine communications and documentation

• Adhere to Bank’s risk culture and operational guidelines

Requirements:

• High School Diploma required;
Financial course enrolment preferred

• Strong communication and time management skills

• Proven client-focused approach

• Basic understanding of Trust Accounting principles

• Proficient in PC and asset management skills

Bring your dedication and expertise to support client satisfaction as a Trust Associate at Scotiabank in Calgary.
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