Private Trust Client Service Associate
TD Bank Group(28 days ago)
About this role
A Private Trust Client Service Associate within TD Private Wealth Management provides administrative and analytical support to Trust Officers and Private Trust Managers, acting as a secondary client contact. The role supports client profile and account document maintenance, and contributes to delivering high-quality, confidential service to high-net-worth clients. The position is based in Edmonton and is part of the Private Trust team within TD Wealth.
Required Skills
- Client Service
- Document Management
- Account Maintenance
- Communication
- Relationship Management
- Analytical Support
- Confidentiality
- Time Management
- Administrative Support
Qualifications
- Undergraduate Degree
- Canadian Investment Regulatory Exam (CIRE)
- Trust & Estate Practitioner (TEP)
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
View more jobs at TD Bank Group →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at TD Bank Group
Similar Jobs
Private Client Advisor Associate
Commerce Bank(1 month ago)
Private Client Advisor Associate
Commerce Bank(1 month ago)
Private Client Advisor Associate
Commerce Bank(1 month ago)
Trust Associate
Wintrust Financial Corporation(1 month ago)
Private Client Advisor - Commerce Trust
Commerce Bank(2 months ago)
Private Bank – Client Service Executive, EAM, Associate
Deutsche Bank(1 month ago)