Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. As a Foundation Associate within Scotiatrust's National Foundations team you provide proactive administrative and client service support to a Foundation Officer and the day:to:day management of an account portfolio with charitable beneficiary, Co:Trustee and/or Corporate Board relationships. The accounts will be of varying size and complexity and with various oversight and account administration requirements. While discussions with Co:Trustees, beneficiaries, clients (including Boards of Directors), their advisors and the business community will generally be the responsibility of the Foundation Officer, the Foundation Associate will frequently deal with external contacts, gather and relay information and is designated as the point of contact in the absence of the Foundation Officer. Key Job Accountabilities 1. Administration and Relationship Management Support : Assist the Foundation Officer with providing a best:in:class, proactive and personalized client experience to high net worth clients and charitable 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 Foundation 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, including internal and external partners, where appropriate. : Maintain daily surveillance over cash positions and portfolio account balances 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 any/all unusual items for further action as required. Prepare detailed fee calculations in Estate, Trust, Corporate and Agency accounts in accordance with fee agreements or local judicial/industry practice. : Assemble information regarding assets in new accounts (including research into the tax costs) and ensure the preparation of the opening inventory. Set up client and asset information on the Trust Accounting software, including the creation and maintenance of diaries to provide for such matters as fixed remittances, fee processing, investment reviews and statement production. : Prepare routine correspondence and documentation, including draft documentation in respect of matters that policy requires be submitted to the appropriate internal oversight groups concerning beneficiary/court approval of fees and statements. 2. Additional Accountabilities : Champions a customer:focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. : Understand how the Bank's risk appetite and risk culture should be considered in day:to:day activities and decisions. : Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day:to:day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. : Champions a high:performance environment and contributes to an inclusive work environment and team culture. Skills Experience and Functional Competencies : Proactive with a proven track record of providing a best:in:class client experience; : Proven aptitude to learn new concepts and readily apply them to day:to:day tasks; : Strong interpersona