18 Aug
|
Raymond James
|
British Columbia
18 Aug
Raymond James
British Columbia
Embark on a career with Raymond James as a Trust Officer, based in Vancouver, BC, specializing in estate management and client relationships. Deliver superior trust services while collaborating with various partners in the industry.
In this role at Solus Trust Company, you will manage estate and trust accounts while ensuring efficient administration practices. Reporting directly to the AVP of Trust Services, you'll engage in risk management discussions and help resolve inquiries with discretion. Building solid relationships with centers of influence is vital to enhance service offerings for your clients.
Key Responsibilities:
• Ensure timely administration of estate and trust accounts
• Address client and partner concerns proactively
• Collaborate with internal teams for compliance and legal matters
• Partake in audits and internal business line oversight
• Develop strategic partnerships with financial advisors
Requirements:
• 3 years’ experience in estate and trust
• Proven capability with HNW clients
• Excellent communication and collaboration skills
• Comprehensive knowledge of trusts and estates law
• Bachelor’s degree in a relevant field
Drive impactful relationships and refine your expertise in estate services at Raymond James in Vancouver.
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📌 Raymond James Trust Officer Role (British Columbia)
🏢 Raymond James
📍 British Columbia