Trust Associate

This is a fully remote position, open to applicants in Canada.

📋 Description

• Deliver exceptional sales and service to clients of Indigenous Trust.

• Oversee and administer Trust accounts while ensuring adherence to compliance standards.

• Collaborate effectively within both branch and regional teams.

• Recognize opportunities for referrals to other business divisions.

• Create proposals for new business or presentations for clients and prospects.

• Cultivate, maintain, and enhance client relationships.

• Identify areas for improvement to enhance client experiences.

• Stay informed about integrated services, Trust products, and operational procedures.

• Coordinate activities for strategic initiatives and monitor key metrics and milestones.

• Foster relationships with both internal and external stakeholders to ensure alignment.

• Monitor performance, address issues, and implement necessary actions.

• Establish and maintain Trust accounts within required compliance timelines.

• Assist with audits and compliance assessments.

• Identify and report any irregularities or discrepancies.

• Provide sales and service support activities effectively.

• Offer administrative assistance, including financial reporting, asset and account reconciliation, compliance, fee collection, documentation, and decision-making.

• Achieve service standards to enhance relationship retention and growth.

• Build rapport, credibility, and trust with clients.

• Adhere to risk and compliance protocols to protect customer assets and privacy.

• Safeguard the Bank’s assets and comply with relevant regulations.

⛳️ Requirements

• Generally requires 3–5 years of relevant experience.

• A post-secondary degree in a related field or an equivalent combination of education and experience.

• Familiarity with Trust products and services.

• Experience in the Trust industry is essential.

• Trust accreditation is preferred.

• Specialized knowledge gained through education and/or professional experience.

• Strong verbal and written communication skills.

• Advanced collaboration and teamwork abilities.

• Strong analytical and problem-solving capabilities.

• Proficient influencing skills.

• Ability to adhere to risk management, regulatory, legal, and ethical standards.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• Resources and tools to achieve new milestones.

• Accommodations available upon request during the selection process.