03 Aug
|
Raymond James Financial
|
Vancouver
03 Aug
Raymond James Financial
Vancouver
Advance your career as a Senior Trust Officer with Solus Trust Company, part of Raymond James, dedicated to estate and trust services. Focus on client relationship management and compliance within the Trust Operations Team.
In this role, you will oversee estate and trust accounts while mentoring other team members. Collaborating with Centers of Influence and managing fiduciary services, you will ensure that clients receive the highest level of support tailored to their needs. Your critical thinking will be essential in addressing complex legal and financial issues.
Key Responsibilities:
• Develop strategic relationships with legal and financial specialists
• Administer and oversee trust accounts with precision
• Provide guidance on complex estate administration issues
• Engage with Compliance and Legal teams for effective solutions
• Participate in audits and policy adjustments as necessary
Requirements:
• 5+ years in the estate and trust sector
• Experience with high-net-worth individuals
• Robust critical thinking and problem-solving skills
• Comprehensive understanding of trust law and practices
• University degree or equivalent mandatory; STEP designation preferred
Leverage your skills in estate and trust management to drive success at Solus Trust Company.
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📌 Senior Position In Trust Operations Vancouver
🏢 Raymond James Financial
📍 Vancouver