Associé de fiducie

Responsibilities

• Provide proactive administrative and customer service support to a trust agent and their portfolio of accounts.
• Manage day-to-day account administration, including monitoring cash positions and providing corrective reports.
• Create and enter accurate accounting entries for third-party payments, asset realizations, and fee collections.
• Prepare detailed fee calculations for estate and trust accounts in accordance with local industry practices.
• Gather asset information for new accounts, including tax cost research and preparation of opening inventories.
• Prepare routine correspondence and documentation for internal control groups and beneficiary/court approvals.
• Act as a primary point of contact for external stakeholders in the absence of the trust agent.

Requirements

• High school diploma.
• Enrollment in financial industry courses (e.g., CSC, IFIC, STEP Canada, or ICB).
• Practical knowledge of asset management and administrative procedures.
• Basic understanding of fiduciary accounting principles.
• Strong computer skills and ability to manage multiple tasks simultaneously.
• Proficiency in both French and English to collaborate with national teams and serve diverse clients.

Preferred Qualifications

• Proven experience in providing high-end customer service to high-net-worth individuals.
• Strong interpersonal and verbal communication skills.
• Ability to quickly learn and apply new complex financial concepts.

About the Company

Banque Scotia is a leading leader in the Canadian banking sector and a major provider of financial services across the Americas. We offer a wide range of products including personal, business, and corporate banking, as well as private banking, investment, and wealth management services. We are committed to fostering an inclusive and high-performance work environment.