08 Sep
|
Raymond James
|
Vancouver
08 Sep
Raymond James
Vancouver
Step into a rewarding Trust Officer role with Solus Trust Company based in Vancouver. Manage estate and trust accounts while providing exceptional service to high-net-worth clients. As a Trust Officer, you will contribute to the Trust Services Team under the direction of the AVP, Trust Services.
Your responsibilities include managing estates, resolving inquiries, and collaborating across business functions. A key part of your role is building strategic relationships with clients' advisors to enhance trust business collaboration. Key Responsibilities:
- Ensure accurate, professional management of accounts
- Provide timely resolution for client concerns
- Collaborate with Compliance, Legal for issue resolution
- Participate in necessary audits and regulatory checks
- Build relationships with financial professionals
Requirements:
- At least 3 years in estate and trust roles
- Experience with high-net-worth individuals
- Solid analytical and communication abilities
- In-depth knowledge of trust laws
- Degree in relevant field required
Bring your expertise in trust management and client relations to excel at Solus Trust Company as a Trust Officer in Vancouver.
📌 Estate and Trust Officer Role Vancouver
🏢 Raymond James
📍 Vancouver