Join Raymond James as a Trust Officer in Vancouver, BC, focused on delivering premium estate and trust services. Manage accounts, solve client inquiries, and build strategic partnerships within the financial community. As an Estate and Trust Officer at Solus Trust Company, you will oversee trust accounts and ensure accurate administration.
Reporting to the AVP of Trust Services, your role will involve collaborating with various departments, handling client queries, and maintaining compliance standards. You will become a crucial part of the Trust Services team, focusing on high-net-worth (HNW) clients and fiduciary responsibilities. Key Responsibilities:
- Administer estate and trust accounts with accuracy
- Resolve client inquiries efficiently with accountability
- Collaborate with Compliance and Legal for issue resolution
- Participate in auditing and regulatory examinations
- Build relationships with lawyers and financial advisors Requirements:
- Minimum 3 years in estate and trust services
- Experience with HNW clients and advisors
- Solid analytical and critical thinking skills
- In-depth knowledge of trust and estate laws
- University degree in a related field Elevate your career in the estate services sector with Raymond James, focusing on client satisfaction and operational excellence.
📌 Estate and Trust Officer at Raymond James (Vancouver)
🏢 Raymond James
📍 Vancouver
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