Private Trust Client Service Associate - Indigenous Trust
TD Bank Group(1 month ago)
About this role
A Private Client Services Associate — Indigenous Trust Services at TD Private Trust supports trust administration and client service for Indigenous clients within TD Wealth. The role is part of Private Wealth Management and contributes to long-term relationship building and protection of client assets. The position works alongside Trust Officers and the Private Trust Manager in a client-facing capacity.
Required Skills
- Client Service
- Trust Administration
- Communication
- Account Management
- Document Management
- Analytical Skills
- Relationship Building
- Confidentiality
Qualifications
- Undergraduate Degree
- Canadian Securities Course (CSC)
- TEP (Trust & Estate Practitioner)
About TD Bank Group
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