Solus Trust Company, an affiliate of Raymond James Ltd., seeks an Estate Planning Coordinator for the Western Region. You will manage the will bank, support clients, advisors and COIs, maintain records and ensure timely follow-ups.
The role emphasizes strong service, accuracy, and collaboration with internal partners. Requirements include a business/estate-related degree and at least two years of financial services experience, plus proficiency with MS Office and records management.
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Estate Planning Coordinator — Will Bank & Client Service in Vancouver 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.
