30 Jul
|
Raymond James Financial
|
Vancouver
30 Jul
Raymond James Financial
Vancouver
Support the Solus Trust team as a Trust Support Associate at Raymond James in Canada. This role involves administrative tasks, client service, and collaboration in a dynamic environment.
As a Trust Support Associate, you will play a vital role in assisting Trust Officers with account administration. You’ll help manage estate tasks, support client services, and ensure compliance standards are met within the banking framework. Your efforts will contribute to the overall quality of services and support provided by the team.
Key Responsibilities:
• Provide administrative support for estate and trust accounts
• Assist in managing client banking records and transactions
• Liaise with banking partners for account-related requests
• Support compliance processes related to service delivery
• Build knowledge of estate and trust products and services
Requirements:
• 2-3 years experience in Trust, Accounting, or Financial Services
• Robust communication skills in English and French preferred
• Familiarity with technology for service delivery tools
• Relevant post-secondary education in a related field
• Commitment to ongoing education in the Trust industry
Leverage your expertise in trust services to support clients and enhance team success at Raymond James.
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📌 Trust Support Associate at Raymond James (Vancouver)
🏢 Raymond James Financial
📍 Vancouver