22 Aug
|
Raymond James
|
Vancouver
22 Aug
Raymond James
Vancouver
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 • Robust 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. #J-18808-Ljbffr
📌 Trust Officer at Solus Trust Company (Vancouver)
🏢 Raymond James
📍 Vancouver