Raymond James Financial
Client-Focused Trust Officer Role
Job Description
Become a Trust Officer at Solus Trust Company, part of Raymond James, focusing on client-centric estate and trust administration. This position combines expertise with relationship-building skills.
As part of the Trust Services Team at Solus Trust Company, you will report directly to the AVP, Trust Services. The role involves managing various estate and trust accounts and working closely with both internal and external partners. Your contributions will ensure the delivery of high-quality service to clients while navigating complex inquiries and compliance requirements.
Key Responsibilities: • Administer and oversee estate and trust accounts • Resolve partner and client issues with urgency • Collaborate with legal and compliance departments • Engage in audits and regulatory examinations • Foster relationships with financial professionals
Requirements: • Minimum of 3 years in estate and trust management • Experience managing high-net-worth client accounts • Exc...
As part of the Trust Services Team at Solus Trust Company, you will report directly to the AVP, Trust Services. The role involves managing various estate and trust accounts and working closely with both internal and external partners. Your contributions will ensure the delivery of high-quality service to clients while navigating complex inquiries and compliance requirements.
Key Responsibilities: • Administer and oversee estate and trust accounts • Resolve partner and client issues with urgency • Collaborate with legal and compliance departments • Engage in audits and regulatory examinations • Foster relationships with financial professionals
Requirements: • Minimum of 3 years in estate and trust management • Experience managing high-net-worth client accounts • Exc...