Join Raymond James as an Associate Trust Officer and excel in trust administration while fostering strong relationships. This role emphasizes timely service delivery in estate and trust accounts.
Working with the Trust Services Team, you will report to the Associate Vice-President of Trust Services. In this role, you will manage estate and trust accounts while supporting and mentoring Trust Administrators. Your commitment to premium service will enhance relationships with internal stakeholders and external partners.
Key Responsibilities:
- Administer estate, trust, and power of attorney accounts promptly
- Serve as a key point for partner and client inquiries
- Collaborate with Compliance and Operations teams on issues
- Participate in audits and regulatory examinations
- Build strategic relationships with lawyers and financial advisors
Requirements:
- Proven experience in trust administration
- Strong interpersonal and communication skills
- Ability to exercise discretion in complex situations
- Familiarity with legal and compliance protocols
- Goal-oriented with a client-first approach
Elevate your career in trust administration with Raymond James as an Associate Trust Officer, focusing on quality service and strategic partnerships.
Trust Administration Associate at Raymond James 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.
