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Raymond James Financial, Inc.
Future Trust Officer Roles at STCRaymond James Financial, Inc. • Winnipeg, Canada
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Future Trust Officer Roles at STC

Future Trust Officer Roles at STC

Raymond James Financial, Inc. • Winnipeg, Canada
10 days ago
Job type
  • Full-time
Job description
Join Solus Trust Company in exploring future roles as a Trust Officer. This position focuses on managing a portfolio of estate and trust accounts while ensuring exceptional client service.

As a future Trust Officer at Solus Trust Company, you will report to the AVP of Trust Services. Successful candidates will have at least three years of relevant experience in estate and trust services, with a preference for those managing high-net-worth clients. Collaboration with internal teams and COIs will be crucial for success in this role.

Key Responsibilities: • Oversee professional administration of trust accounts • Resolve client inquiries efficiently and effectively • Work with Compliance and Operations for support • Engage in audits and business line oversight • Foster strategic COI relationships to enhance services

Requirements: • At least 3 years of estate and trust experience • Proven ability to manage complex accounts • Excellent communication and problem-solving skills • Relevant university degree • STEP or MTI designation is beneficial

Unlock your potential in trust administration and client service with Solus Trust Company. #J-18808-Ljbffr
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Future Trust Officer Roles at STC • Winnipeg, Canada

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