Vancouver Private Trust Client Associate

Become a Private Trust Client Service Associate with TD in Vancouver, British Columbia. Deliver exceptional trust administration and client support focused on Indigenous communities.

In this role, you will collaborate with Trust Officers in the Indigenous Trust Services team to manage complex accounts and ensure a stellar client experience. Your focus will be on maintaining organized documentation and facilitating effective communication with clients. This position is ideal for detail-oriented individuals passionate about client relations and service excellence.

Key Responsibilities:

• Assist in managing trust accounts for Indigenous clients

• Organize client profiles and documents efficiently

• Handle inquiries and direct requests to relevant areas

• Contribute to ongoing professional development in trust services

• Collaborate with colleagues to ensure team success

Requirements:

• Must possess an undergraduate degree

• Actively pursuing Canadian Securities Course (CSC)

• TEP (Trust & Estate Practitioner) certification preferred

• Strong verbal and written communication skills

• Ability to work independently and in teams

Leverage your skills in client support and trust administration while enhancing the experience of Indigenous clients at TD Wealth.
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