Trust Associate Role at Raymond James (Vancouver)

Trust Associate Role at Raymond James (Vancouver)

04 Aug
|
Raymond James Financial
|
Vancouver

04 Aug

Raymond James Financial

Vancouver

Join the team at Raymond James as a Trust Support Associate, enhancing client service in a collaborative setting. This position entails administration and support for estate and trust accounts. In this integral role, you will provide administrative assistance to Trust Officers, focusing on account management and compliance processes.

Your contributions will help maintain the integrity of client banking records and improve service delivery for trust administration. Working closely with various stakeholders, you will foster relationships to meet the needs of clients and partners. Key Responsibilities:

- Assist Trust Officers with account administration tasks
- Manage communication with banking partners for account services




- Help maintain compliance and support risk processes
- Update client records and assist with transactions
- Enhance knowledge of trust services and products Requirements:
- 2-3 years experience in the trust or financial services industry
- Excellent verbal and written communication skills
- Solid familiarity with technology platforms
- Relevant post-secondary education
- Commitment to continuing education in Trust services Utilize your skills in trust administration and client service as a Trust Support Associate at Raymond James.

📌 Trust Associate Role at Raymond James (Vancouver)
🏢 Raymond James Financial
📍 Vancouver

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