Private Trust Client Service Associate - Indigenous Trust Services (ITS)
$52,700–$74,400 year
On-siteVancouver, British Columbia, Canada
Job Summary
Manage trust accounts for Indigenous clients by supporting relationship managers with administrative, analytical, and service delivery tasks. Maintain client profiles, documents, and contact routines while responding promptly to incoming calls and requests. Serve as a secondary contact for clients and ensure accurate, organized service to external parties and internal colleagues. Continuously improve professional knowledge on trends, tools, and techniques within a complex environment. Collaborate autonomously with cross-functional teams to assist others in completing work activities.
Required Qualifications
- Undergraduate degree
- Working towards or completion of the Canadian Securities Course (CSC)
- Strong communication skills
- Ability to work collaboratively
- Ability to work confidentially
- Ability to work independently
- Ability to follow instructions/direction
- Ability to build relationships
Desired Qualifications
- Working towards or fulfillment of TEP (Trust & Estate Practitioner)
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