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Trust Associate : Toronto

Ontario 4 days ago

Job Description

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. As aTrust Associatein 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:day 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. Is this role right for you? In this role, you will: :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 into the tax costs) and ensure the preparation of the opening inventory/Record of Trust. Set up client and asset information on the Trust 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; :Champion 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. :Ensure thorough knowledge of, and strict adherence to, the Bank's Global Sales Practices. :Actively pursue 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. :Champion a high:performance environment and contributes to an inclusive work environment. Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have: :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 interpersonal and verbal communication skills :Strong time management skills and a proven ability to multi:t

Trust Associate : Toronto

Ontario 4 days ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. As aTrust Associatein a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust...

Director, Digital Health Interoperability

Ontario 29 days ago
Job ID: R2000544062  Job Description: We are seeking a collaborative and forward-thinking Director of Digital Health Interoperability to lead the development of a nationwide health data interoperability framework. In this...

Asset Management - Internal Client Advisor - Associate

Toronto, Ontario 1 month ago
JPMorgan Chase. Canada - Ontario, Toronto Industry: Banking / Financial Services Job DescriptionAt J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest...

Lecturer/Assistant/Associate/Professor : Academic Outpatient Geriatric Psychiatrist

Ontario 1 month ago
Date Posted: 05/23/2025 Closing Date: 06/28/2025, 11:59PM ET, Open until Filled Req ID: 42633 Job Category: Faculty : Clinical Faculty/Division: Temerty Faculty of Medicine Department: Dept of Psychiatry Hospital Affiliation: Sunnybrook Health...

Associate Product Manager, Co-op Student

Ontario 1 month ago
?Job ID:?R2000561105?Job Description:?At Loblaw Digital, we know that our customers expect the best from us. Whether that means building the best, most innovative online shopping experience, or designing an app that will impact the lives of people...

Director, Digital Health Interoperability

Ontario 1 month ago
?Job ID: R2000544062?Job Description:??At Shoppers Drug Mart, we?re innovating health and wellness in Canada. From prescriptions to walk-in clinics, and a beloved loyalty program, we?re caring and supporting our customers in new ways every day.With...

Associate Product Manager, Co-op Student

Ontario 1 month ago
?Job ID:?R2000561105?Job Description:?At Loblaw Digital, we know that our customers expect the best from us. Whether that means building the best, most innovative online shopping experience, or designing an app that will impact the lives of people...

Lecturer/ Assistant / Associate/ Full Professor: Full:Time Consultation:Liaison Staff Psychiatrist

Ontario 1+ months ago
Date Posted: 01/12/2022 Closing Date: 02/28/2022, 11:59PM ETOpen Until Filled Req ID: 22156 Job Category: Faculty : Clinical Faculty/Division: Temerty Faculty of Medicine Department: Dept of Psychiatry Hospital Affiliation: Sunnybrook Health Science...

Assistant Category Manager (12 Month Contract)

Ontario 1+ months ago
 Job ID: R2000555176 Job Description: Location: 243 Consumers Road, Toronto, Ontario, M2J 4W8 At Shoppers Drug Mart, we’re innovating health and wellness in Canada. From prescriptions to walk-in...