Trust Administrator Client Services (Ontario)

Trust Administrator Client Services (Ontario)

28 Oct
|
Raymond James Financial
|
Ontario

28 Oct

Raymond James Financial

Ontario

Support trust clients and fiduciary accounts with Solus Trust Company through accurate administration, relationship building, and responsive service. This opportunity supports a growing team within Raymond James.
As a Trust Administrator, you will report to the AVP, Trust Operations, while supporting Senior Trust Officers and Trust Officers. The work combines client servicing, account administration, record maintenance, technology use, and compliance support. You will collaborate across business units and help advance the trust business.
Key Responsibilities: Provide administrative support for fiduciary and agency accounts
Maintain account, client, file, and communication records
Onboard current trust company accounts according to policy
Support audits,



compliance reviews, and risk processes
Assist Will Bank administration and client onboarding
Requirements: Deliver best-in-class client service consistently
Manage competing priorities while meeting established goals
Use CRM platforms and learn technology quickly
Hold related post-secondary education or paralegal diploma
Bring at least one year of relevant industry experience
Apply your trust administration, client service, technology, and compliance skills supporting Solus Trust Company clients.

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📌 Trust Administrator Client Services (Ontario)
🏢 Raymond James Financial
📍 Ontario

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