Elevate your career as a Senior Trust Officer at Solus Trust Company in Vancouver, BC. Leverage your expertise in managing estate and trust accounts while providing top-tier client service.
In this vital role within the Trust Operations Team, you will report to the Associate Vice-President, ensuring excellent service delivery and fostering strong relationships with both internal and external partners. You will oversee complex estate, trust, and power of attorney accounts while acting as a mentor to junior team members.
Key Responsibilities:
- Build strategic partnerships with lawyers, accountants, and advisors
- Administer intricate estate and trust accounts accurately
- Exercise discretion as per client documents and policies
- Collaborate with Compliance and Legal for issue resolution
- Participate in audit activities and discretionary decision discussions
Requirements:
- Minimum 5 years in estate and trust services
- Proven experience with high-net-worth clients
- In-depth knowledge of estate and property laws
- Excellent communication skills
- STEP membership required
Utilize your critical thinking and relationship-building skills to deliver exceptional service at Raymond James.
Senior Trust Officer in Vancouver employer: Raymond James Ltd.
Raymond James Ltd. is an exceptional employer that prioritizes the growth and well-being of its employees, offering a dynamic work environment in the heart of Canada’s financial sector. With a strong commitment to professional development, flexible workstyles, and a comprehensive benefits package, including RRSP matching and tuition reimbursement, the company fosters a culture of collaboration and innovation. Employees are empowered to drive change and contribute to meaningful projects, making it an ideal place for those seeking a rewarding career in wealth management.
