Private Trust Client Service Associate – Indigenous Trust

Private Trust Client Service Associate providing support in trust administration while managing trust accounts for Indigenous clients. Engaging in a team environment alongside Trust Officers in a rewarding setting.

Posted 6/9/2026full-timeSudbury • 🇨🇦 CanadaJuniorMid-Level💰 CA$50,600 - CA$71,400 per yearWebsite

About the role

Key responsibilities & impact

Provide consistent administrative, analytical and service support to our ITS Trust Officers and Private Trust Manager
Maintain client profile and account-specific documents as well as client contact routines for all clients
Ensure accurate, organized and efficient service to external clients and internal colleagues
Efficiently handle and promptly respond to all incoming calls, questions and requests
Support the Private Trust ITS business by continually improving professional knowledge and keeping current on trends and developments
Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment

Requirements

What you’ll need

Undergraduate degree
Working towards or completion of the Canadian Securities Course (CSC)
Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset
Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships

Benefits

Comp & perks

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development and recognition programs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

communication skillscollaborative workconfidentialityindependencefollowing instructionsrelationship building

Certifications

Undergraduate degreeCanadian Securities Course (CSC)Trust & Estate Practitioner (TEP)