Raymond James Ltd.
Estate and Trust Officer Role Vancouver
Job Description
Step into a rewarding Trust Officer role with Solus Trust Company based in Vancouver. Manage estate and trust accounts while providing exceptional service to high-net-worth clients.
As a Trust Officer, you will contribute to the Trust Services Team under the direction of the AVP, Trust Services. Your responsibilities include managing estates, resolving inquiries, and collaborating across business functions. A key part of your role is building strategic relationships with clients' advisors to enhance trust business collaboration.
Key Responsibilities:
• Ensure accurate, professional management of accounts
• Provide timely resolution for client concerns
• Collaborate with Compliance, Legal for issue resolution
• Participate in necessary audits and regulatory checks
• Build relationships with financial professionals
Requirements:
• At least 3 years in estate and trust roles
• Experience with high-net-worth individuals
• Strong analytical and communication ...
As a Trust Officer, you will contribute to the Trust Services Team under the direction of the AVP, Trust Services. Your responsibilities include managing estates, resolving inquiries, and collaborating across business functions. A key part of your role is building strategic relationships with clients' advisors to enhance trust business collaboration.
Key Responsibilities:
• Ensure accurate, professional management of accounts
• Provide timely resolution for client concerns
• Collaborate with Compliance, Legal for issue resolution
• Participate in necessary audits and regulatory checks
• Build relationships with financial professionals
Requirements:
• At least 3 years in estate and trust roles
• Experience with high-net-worth individuals
• Strong analytical and communication ...