Raymond James Ltd.
Solus Trust Client Support Administrator
Job Description
Become a part of Solus Trust Company as a Trust Administrator and enhance client satisfaction through superior administrative support. This dynamic role offers a chance to work with technology and collaborate across teams.
Reporting to the AVP of Trust Operations, as a Trust Administrator, you will play a pivotal role within the Trust Services Team. Your focus will be on maintaining impeccable records and providing timely client support, serving both internal partners and external clients. Key responsibilities include following processes for account onboarding and compliance.
Key Responsibilities:
• Deliver administrative support for fiduciary accounts
• Maintain accurate client records and correspondence
• Collaborate effectively on service delivery strategies
• Onboard new clients according to policy guidelines
• Support compliance reviews and audits as needed
Requirements:
• Minimum 1 year of relevant experience
• Post-secondary education in a related f...
Reporting to the AVP of Trust Operations, as a Trust Administrator, you will play a pivotal role within the Trust Services Team. Your focus will be on maintaining impeccable records and providing timely client support, serving both internal partners and external clients. Key responsibilities include following processes for account onboarding and compliance.
Key Responsibilities:
• Deliver administrative support for fiduciary accounts
• Maintain accurate client records and correspondence
• Collaborate effectively on service delivery strategies
• Onboard new clients according to policy guidelines
• Support compliance reviews and audits as needed
Requirements:
• Minimum 1 year of relevant experience
• Post-secondary education in a related f...