Foundation Officer, Scotiatrust - National Foundations

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Title: Foundation Officer, Scotiatrust - National Foundations

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Key Job Accountabilities

• Relationship Management & Client Service
  • Fulfill the role of lead relationship manager responsible for overseeing the administration of a portfolio of client Private Foundations accounts, acting as the central point of contact for all client needs and inquiries.
  • Provide a best in class, proactive and personalized client experience to high net worth clients and charitable beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
  • Build and maintain effective internal and external partnerships, with a view to ...