Private Trust Client Service Associate
Role Overview
Private Trust is part of TD Wealth's Specialized Services division and serves individuals, corporations, and charitable entities.
The division supports clients' financial and estate plans through accumulation, preservation, and transition, working with internal partners on client referrals.
The Private Trust Client Service Associate provides administrative support to Trust Officers and service to clients and internal and external partners.
Key Skills for This Role
Full Job Posting
Business and role
Private Trust is part of TD Wealth's Specialized Services division and serves individuals, corporations, and charitable entities.
The division supports clients' financial and estate plans through accumulation, preservation, and transition, working with internal partners on client referrals.
The Private Trust Client Service Associate provides administrative support to Trust Officers and service to clients and internal and external partners.
Client service and administration
- Provide timely client service and administration based on client requests, commitments, and fiduciary responsibilities.
- Manage expectations for requests from clients and internal partners.
- Assist with timely fee and revenue collection.
Compliance and risk
- Follow policies and procedures and help ensure accounts and files are properly documented.
- Perform quarterly risk reviews of accounts and files.
- Keep deficiency reports limited and address deficiencies in a timely manner.
Team support and development
- Participate in department projects and initiatives; share knowledge and best practices and act as a resource to others as needed.
- Attend and contribute to group meetings and internal or external courses.
- Seek opportunities to increase knowledge and experience.
Education and experience
- An undergraduate degree is required.
- Experience in financial services in one or more sectors is expected; trust-industry career aspirations are an asset.
- Previous experience demonstrating positive relationship skills with clients and within a team is required.
Skills and credentials
- Strong organization, attention to detail, multitasking, and prioritization are required.
- The role calls for timely task completion, excellent communication, initiative, teamwork, critical thinking, and willingness to learn.
- CIRE or IFIC is an asset; working toward TEP completion is an asset.
Hours
- The stated hours are 37.5; the source does not specify a pay cadence.
Pay details
- The posting lists pay of $52,700–$74,400 CAD without specifying a pay cadence.
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