Estate and Trust Officer Role Vancouver

Estate and Trust Officer Role Vancouver

06 Aug
|
Raymond James
|
Vancouver

06 Aug

Raymond James

Vancouver

Step into a rewarding Trust Officer role with Solus Trust Company based in Vancouver. Manage estate and trust accounts while providing exceptional service to high-net-worth clients.

As a Trust Officer, you will contribute to the Trust Services Team under the direction of the AVP, Trust Services. Your responsibilities include managing estates, resolving inquiries, and collaborating across business functions. A key part of your role is building strategic relationships with clients' advisors to enhance trust business collaboration.

Key Responsibilities: • Ensure accurate, professional management of accounts • Provide timely resolution for client concerns • Collaborate with Compliance, Legal for issue resolution • Participate in necessary audits and regulatory checks • Build relationships with financial professionals

Requirements: • At least 3 years in estate and trust roles • Experience with high-net-worth individuals • Solid analytical and communication abilities • In-depth knowledge of trust laws • Degree in relevant field required

Bring your expertise in trust management and client relations to excel at Solus Trust Company as a Trust Officer in Vancouver. #J-18808-Ljbffr

📌 Estate and Trust Officer Role Vancouver
🏢 Raymond James
📍 Vancouver

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