Private Trust Client Service Associate

TD Bank

Toronto, Ontario, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Strong attention to detail
Seamless service delivery
Client profile management
The role involves providing consistent administrative, analytical, and service support to Trust Officers and Private Trust Managers within TD Wealth

Job Summary

  • The role involves providing consistent administrative, analytical, and service support to Trust Officers and Private Trust Managers within TD Wealth.
  • Candidates will serve as a secondary contact for high net worth clients, ensuring accurate and organized service that reflects industry-leading standards.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role involves providing consistent administrative, analytical, and service support to Trust Officers and Private Trust Managers within TD Wealth.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, paid time off

Skills & Requirements

Must-have

  • Strong attention to detail
  • Seamless service delivery
  • Client profile management
  • High net worth client interaction

Nice-to-have

  • Personable communication skills
  • Autonomous work style
  • Cross-functional collaboration
  • Continuous professional development

Key Requirements

  • Undergraduate degree required
  • Canadian Investment Regulatory Exam (CIRE) preferred
  • TEP certification is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter