29 Sep
|
Raymond James
|
Vancouver
29 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, qualified management of accountsProvide timely resolution for client concernsCollaborate with Compliance, Legal for issue resolutionParticipate in necessary audits and regulatory checksBuild relationships with financial professionalsRequirements:At least 3 years in estate and trust rolesExperience with high-net-worth individualsStrong analytical and communication abilitiesIn-depth knowledge of trust lawsDegree in relevant field requiredBring 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