23 Aug
|
Raymond James
|
Vancouver
23 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 accurate 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
- Strong 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.
📌 Trust Officer at Solus Trust Company (Vancouver)
🏢 Raymond James
📍 Vancouver