27 Aug
|
Raymond James
|
Vancouver
27 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 exact 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.
📌 Trust Officer At Solus Trust Company Vancouver
🏢 Raymond James
📍 Vancouver