Estate Planning Coordinator — Will Bank (Vancouver)

Estate Planning Coordinator — Will Bank (Vancouver)

22 Oct
|
Raymond James Financial
|
Vancouver

22 Oct

Raymond James Financial

Vancouver

Solus Trust Company, an affiliate of Raymond James Ltd., seeks an Estate Planning Coordinator for the Western Region. You will manage the will bank, support clients, advisors and COIs, maintain records and ensure timely follow-ups.

The role emphasizes robust service, accuracy, and collaboration with internal partners. Requirements include a business/estate-related degree and at least two years of financial services experience, plus proficiency with MS Office and records management.

📌 Estate Planning Coordinator — Will Bank (Vancouver)
🏢 Raymond James Financial
📍 Vancouver

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