21 Aug
|
Raymond James
|
British Columbia
21 Aug
Raymond James
British Columbia
Elevate your career with Solus Trust Company as a Trust Officer in Vancouver, BC. Focus on high-quality service delivery in estate and trust administration while managing relationship-building initiatives.
As part of the Trust Services Team, you will oversee the precise handling of estate and trust accounts, ensuring top-notch administration. Reporting to the AVP, your role will emphasize managing client inquiries, working with Compliance, and contributing to policy formation. You will also engage with high-net-worth clients and their advisors, providing customized estate solutions.
Key Responsibilities:
• Administer estate and trust accounts accurately
• Demonstrate discretion and accountability in client matters
• Work closely with Compliance and Operations teams
• Participate in audits and regulatory reviews
• Foster relationships with accountants and lawyers
Requirements:
• At least 3 years in the estate and trust sector
• Experience with affluent clientele
• Solid analytical and communication skills
• Solid understanding of legal aspects of trusts
• University degree in a related discipline
Become a pivotal player in delivering exceptional trust services within Solus Trust Company.
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📌 Trust Officer at Solus Trust Company (British Columbia)
🏢 Raymond James
📍 British Columbia