Trust Administrator at Raymond James

Vancouver, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

07 Jan, 26

Salary

0.0

Posted On

09 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Administrative Support, Collaboration, Technology Proficiency, Relationship Building, Compliance, Risk Management, Fiduciary Services, Account Management, High-Net-Worth Client Experience, Problem Solving, Attention to Detail, Organizational Skills, Adaptability, Team Support

Industry

Financial Services

Description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. STC provides personal estate, trust, and agency services to clients of RJL, its correspondent services clients, as well to clients referred externally via Centers of Influence (COIs) and other financial institutions. Trust Administrator How does this role impact the organization? Working within the Trust Services Team, the Trust Administrator will report to the AVP, Trust Services. You are an experienced and trusted administrative support associate able to work in a dynamic environment within a growing team and business. You have strong client servicing abilities and are able to support a team of professionals. You work collaboratively with various business units and are able to navigate technology to support the administrative functions and duties of your mandate. You bring a positive mindset to the work you do and are willing to support and help others to achieve the overall goals of our growing trust business. What will your role be responsible for? Work collaboratively with all members of the STC team to deliver best in class service and support to our clients, internal partners, and external stakeholders; Understand and follow all STC processes and policies as required; Work in close collaboration with Senior Trust Officers & Trust Officers to provide administrative account and client support; Maintain and update of all account and client records, files, and communication; Provide timely and accurate administrative support for the ongoing administration of a book of fiduciary and agency accounts; Responsible for the on-boarding of all new trust company accounts to ensure the accounts are set up according to policy and procedure; Support audits and compliance reviews as required; Support timely execution of risk and compliance processes to ensure safeguarding of assets, compliance with privacy laws, and adherence to policies to act in the best interest of our clients; and Other duties and projects as assigned. What can you expect from us? Our most important investment is in people. Upon eligibility, RJL offers flexible workstyles, a competitive compensation, and benefits package. Our benefits range from health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more! We also support internal promotion and community involvement. What do we expect from you? An ability and the desire to deliver best in class client service; Proven ability to work in a dynamic work environment with competing priorities while maintaining accountability to deliver on established goals and metrics; Demonstrated ability to build relationships and deepen partnerships; High degree of comfort working with different technology platforms, ability to learn quickly, and adapt to change within the operational framework; Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the service delivery of our business; Post-secondary degree in a related field of study; Relevant industry experience; Proven knowledge/experience working with/ for a trust company; Demonstrated experience working with high-net-worth clients; Professional and/or industry accreditation would be an asset; Membership (or commitment to participate) in the STEP; and Ability to travel from time to time to support business needs and client meetings. We encourage our associates at all levels to: Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; and Contribute to the continuous evolution of the firm. At Solus Trust Company, we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients, and communities thrive. It is part of our people-first culture. Our company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. We demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Responsibilities

The Trust Administrator will work collaboratively with the Trust Services Team to provide administrative support and client service. Responsibilities include maintaining client records, onboarding new accounts, and supporting audits and compliance reviews.