Trust Associate Cover Letter

I submit this application to express my sincere interest in the trust associate position.

In the previous role, I was responsible for key support to WM and other Bank colleagues in the sales effort of fiduciary and related products.

My experience is an excellent fit for the list of requirements in this job:

• Knowledge of the operation procedures of various private and public funding agencies sufficient to permit quality interactions on all administrative matters pertaining to various stakeholders
• Investment experience
• Supporting Scotiatrust branches with technical expertise
• Knowledge of estate planning and administration
• Legal drafting and interpretation skills
• Knowledge of relevant estate, tax, trust, incapacity, business, family and charity law
• Working knowledge of foreign jurisdiction connection issues and implications
• Knowledge of all Scotiatrust products and services

I am excited to be applying for the position of trust associate. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for or recommends training for branch team members on all bank products, services, standards and behaviors needed to be successful.

Please consider my experience and qualifications for this position:

• Thorough knowledge of systems and procedures, operations areas and responsibilities
• Strong interpersonal, verbal & and written communication skills, comfortable interacting with senior management
• Proven experience with enhancing existing process/procedures
• Strong working knowledge and/or experience with regulatory rules, Audit, risk management, and compliance preferred
• Strong analytic/data analysis capabilities and attention to detail
• Intellectual curiosity and honesty – seek out the truth and ground decisions in the facts
• Proficient skills with Architecture Modelling & Documentation
• Proficient skills with Architecture Best Practice & Archit

I would like to submit my application for the trust associate opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for back-up supervision for the Trust Operations Team and the Trust Services Team in the absence of the Trust Operations Supervisor and the Trust Services Team Leader.

Please consider my qualifications and experience:

• Thorough knowledge of Scotia Wealth products and services and delivery channels
• Society of Trust and Estate Practitioners (STEP) Membership, Trust Industry accreditation and/or CFP designation preferred
• Estate planning experience desirable
• Extensive knowledge of registered and non-registered plan administration, preferred
• Completion of CSC or IFIC, preferred
• Communication Skills - Communication is primarily with peers and supervisor on specific assigned tasks
• Planning/Organizing - Generally plans for current day in order to meet task specific objectives as defined
• Time Management/Prioritization - Works best with a pre-defined schedule or set of existing priorities

I am excited to be applying for the position of trust associate. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for advice and information on fiduciary compliance and risk management issues to Trust Company board members, governance committees, senior leaders, and any associates in the Enterprise as applicable.

Please consider my experience and qualifications for this position:

• Work Style - Requires regular direction
• Advanced knowledge of cash and security transactions and trust operations
• Working knowledge of life insurance policies
• Executive level communication, people management and presentation skills
• Strong relationships with industry counterparts in the fraud, abuse, cybercrime and government roles
• Extensive knowledge of information security principles and understand the operational aspects of information security in large enterprises
• In depth knowledge of the Depositary function or a similar oversight role within a Management Company or Compliance function
• Experience within Fund operations ( Custody, Transfer Agency, Fund Accounting) would be an advantage

I am excited to be applying for the position of trust associate. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for discretionary management for trust and certain high net worth portfolios in accordance with clients' needs, governing documents, firm guidelines, and fiduciary standards.

My experience is an excellent fit for the list of requirements in this job:

• Proficient skills with Database, Internet / Network Protocols & Services
• Good at build trustful relationship
• Familiarity with both state and federal tax laws
• Admitted to the Florida Bar or willing to sit for the next Florida bar exam
• Post-secondary education or equivalent experience (accounting or taxation techniques)
• Knowledge of Estate/Trust products and services
• Basic knowledge of tax rules applicable to individuals, deceased individuals, estates and trusts
• In-depth knowledge of individual tax return filing procedures