About this role
Scotiatrust Trust Officer - London, ON
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Scotiatrust Trust Officer - London, ON (Full-time, permanent) As a Scotiatrust Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client experience in accordance with your clients' needs and expectations and in compliance with policies and procedures. You also assist with the identification and pursuit of new business opportunities, both inside and outside Scotia Wealth Management. You are client-centric with a strong sense of proactivity and are effective at building and maintaining deep client relationships and possess detailed technical knowledge of Estates & Trusts. Supporting a Senior Trust Officer and an account portfolio of varying size and complexity, you will have primary responsibility for the day to day management, oversight and account administration for client, beneficiary and Co-Trustee relationships. Through an intimate understanding of client goals, needs and circumstances, you will assist the Senior Trust Officer with engaging Scotiabank and Scotia Wealth management’s team of experts as needed, to deliver on total wealth strategies.
Is this role right for you? In this role you will:
- Relationship Management & Client Service Provide 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. Assist the Senior Trust Officer in building and maintaining effective internal and external partnerships, with a view to providing seamless, impactful solutions across a variety of financial services disciplines. Assist the Senior Trust Officer with revenue collection and contribute to the branch’s profitability by assisting with accurate forecasting and the timely collection of fees, including making recommendations regard