Trust Administrator Client Services in Toronto

Trust Administrator Client Services in Toronto

Toronto Full-Time On-site
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Support trust clients and fiduciary accounts with Solus Trust Company through accurate administration, relationship building, and responsive service. This opportunity supports a growing team within Raymond James.

As a Trust Administrator, you will report to the AVP, Trust Operations, while supporting Senior Trust Officers and Trust Officers. The work combines client servicing, account administration, record maintenance, technology use, and compliance support. You will collaborate across business units and help advance the trust business.

Key Responsibilities:

  • Provide administrative support for fiduciary and agency accounts
  • Maintain account, client, file, and communication records
  • Onboard new trust company accounts according to policy
  • Support audits, compliance reviews, and risk processes
  • Assist Will Bank administration and client onboarding

Requirements:

  • Deliver best-in-class client service consistently
  • Manage competing priorities while meeting established goals
  • Use CRM platforms and learn technology quickly
  • Hold related post-secondary education or paralegal diploma
  • Bring at least one year of relevant industry experience

Apply your trust administration, client service, technology, and compliance skills supporting Solus Trust Company clients.

Trust Administrator Client Services in Toronto employer: Raymond James Financial

Raymond James is an exceptional employer that prioritizes integrity and compliance while offering a flexible workstyle in a supportive environment. As a leader in the Compliance team, you will have ample opportunities for professional growth and collaboration with dedicated advisors, all within a reputable firm known for its commitment to fostering a proactive compliance culture. Join us to make a meaningful impact in trading compliance and enjoy the unique advantages of working in a dynamic and respected financial institution.

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Contact Details:

Raymond James Financial Recruitment Team