22 Oct
|
Raymond James Financial
|
Vancouver
22 Oct
Raymond James Financial
Vancouver
Job Description - Senior Trust Officer )
Senior Trust Officer -
At Raymond James,we develop,we collaborate,we decide,we deliver, andwe improve together
Solus Trust Company (ST) is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust, and agency services to clients of RJL, its correspondent services clients as well to clients referred externally via Centers of Influence (COIs) and other financial institutions.
Senior Trust Officer
How does the role impact the organization?
Working within the Trust Operations Team the Senior Trust Officer, will report to the Associate Vice- President, Trust Operations. You are a goal-oriented team player capable of managing a book of estate and trust accounts,
while acting as a role model to the Trust Officers and Trust Administrators on the team. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining robust relationships with your internal RJL and external COI partners.
What will your role be responsible for?
- Build strategic relationship with COIs including lawyers, accountants, financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients;
- Always act in the best interest of the clients to provide the appropriate level of service and guidance to prospective clients and their families on all aspects of
📌 Senior Trust Officer (Vancouver)
🏢 Raymond James Financial
📍 Vancouver