Trust Administrator

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Join to apply for the Trust Administrator role at Raymond James Ltd.

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Solus Trust Company (STC) 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. STC 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 and other financial institutions.

Trust Administrator

How does this role impact the organization?

Working within the Trust Operations Team, the Trust Administrator will report to the AVP, Trust Operations. You are an experienced and trusted administrative support associate able to work in a dynamic environment within a growing team and business. You have strong client servicing abilities and are able to support a team of professionals. You work collaboratively with various business units and are able to navigate technology to support the administrative functions and duties of your mandate. You bring a positive mindset to the work you do and are willing to support and help others to achieve the overall goals of our growing trust business.

What will your role be responsible for?

• Work collaboratively with all members of the ST team to deliver best in class service and support to our clients, internal partners, and external stakeholders;
• Understand and follow all ST processes and policies as required;
• Work in close collaboration with Senior Trust Officers & Trust Officers to provide administrative account and client support;
• Maintain and update of all account and client records, files, and communication;
• Provide timely and accurate administrative support for the ongoing administration of a book of fiduciary and agency accounts;
• Responsible for the on-boarding of all new trust company accounts to ensure the accounts are set up according to policy and procedure;
• Support audits and compliance reviews as required; and
• Support timely execution of risk and compliance processes to ensure safeguarding of assets, compliance with privacy laws, and adherence to policies to act in the best interest of our clients.
• Support our Estate & Trust Solutions Team with Will Bank administrations and new client onboarding; and
• Other duties and projects as assigned
  
  

What can you expect from us?

Our most important investment is in people. Upon eligibility, RJL offers flexible workstyles, a competitive compensation, and benefits package. Our benefits range from health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more! We also support internal promotion and community involvement.

What do we expect from you?

• An ability and the desire to deliver best in class client service;
• Proven ability to work in a dynamic work environment with competing priorities while maintaining accountability to deliver on established goals and metrics;
• Demonstrated ability to build relationships and deepen partnerships;
• High degree of comfort working with different technology platforms, ability to learn quickly, and adapt to change within the operational framework;
• Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the service delivery of our business;
• Post-secondary degree in a related field of study;
• 3 years relevant industry experience;
• Proven knowledge/experience working with/ for a trust company;
• Demonstrated experience working with high net worth clients;
• Professional and/or industry accreditation would be an asset;
• Membership (or commitment to participate) in the STEP;
• Fluency in English and French (both written and spoken); and
• Ability to travel from time to time to support business needs and client meetings.
  
  

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same;
• Work with and through others to achieve desired outcomes;
• Make prompt, pragmatic choices and act with the client in mind;
• Take ownership and hold themselves and others accountable for delivering results that matter; and
• Contribute to the continuous evolution of the firm.
  
  

At Solus Trust – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. Our company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Solus Trust we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Job

Trust Services

Primary Location

CA-QC-Montreal-Montréal

Organization

PCG Admin

Schedule

Full-time

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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