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Raymond James Ltd.
Estate and Trust Officer VancouverRaymond James Ltd. • Winnipeg, Canada
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Estate and Trust Officer Vancouver

Estate and Trust Officer Vancouver

Raymond James Ltd. • Winnipeg, Canada
9 days ago
Job type
  • Full-time
Job description
Shape the future of wealth management as an Estate and Trust Officer at Solus Trust Company, part of Raymond James. Join a dynamic team focused on premium client service and relationship building in Vancouver.

At Solus Trust Company, the Trust Officer plays a critical role within the Trust Services Team, reporting to the AVP, Trust Services. This position requires a minimum of 3 years of estate and trust industry experience. You will manage estate and trust accounts, ensuring accountability and efficient client service while collaborating with external partners to enhance their knowledge.

Key Responsibilities: • Administer estate and trust accounts with precision • Address client inquiries and resolve issues efficiently • Collaborate with compliance and legal teams on administrative matters • Participate in audits and regulatory examinations • Build strategic relationships with financial advisors and lawyers

Requirements: • Minimum 3 years of estate and trust experience • Experience with high-net-worth clients preferred • Strong communication and analytical skills • University degree in a related field • STEP or MTI designation an asset

Become a key player in delivering exceptional trust services while fostering strategic partnerships at Solus Trust Company in Vancouver. #J-18808-Ljbffr
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Estate and Trust Officer Vancouver • Winnipeg, Canada

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