Indigenous Trust Client Service Associate
T
TD
📍 greater sudbury, sudbury district, Canada
Job Description
Elevate your career with TD Wealth as a Private Client Services Associate specializing in Indigenous Trust. Located in Sudbury, Ontario, this role focuses on trust administration and client support.
Join TD Wealth Private Trust to contribute to Indigenous Trust Services. This position involves assisting Trust Officers and enhancing the client experience for Indigenous clients. You will manage complex trust accounts, support relationship managers, and maintain organized client profiles while delivering high-quality service.
Key Responsibilities:
• Provide administrative and analytical support to Trust Officers
• Serve as a secondary contact for relationship managers
• Maintain accurate client profiles and documents
• Handle incoming calls and direct requests as needed
• Stay updated on industry trends and best practices
Requirements:
• Undergraduate degree required
• Completion of Canadian Securities Course (CSC) in progress
• TEP designation is an asset...
Join TD Wealth Private Trust to contribute to Indigenous Trust Services. This position involves assisting Trust Officers and enhancing the client experience for Indigenous clients. You will manage complex trust accounts, support relationship managers, and maintain organized client profiles while delivering high-quality service.
Key Responsibilities:
• Provide administrative and analytical support to Trust Officers
• Serve as a secondary contact for relationship managers
• Maintain accurate client profiles and documents
• Handle incoming calls and direct requests as needed
• Stay updated on industry trends and best practices
Requirements:
• Undergraduate degree required
• Completion of Canadian Securities Course (CSC) in progress
• TEP designation is an asset...