Trust Officer at Raymond James

Vancouver, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

110000.0

Posted On

21 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Estate Management, Trust Administration, Power Of Attorney, Client Relations, Compliance, Risk Management, Critical Thinking, Analytical Skills, Communication Skills, Collaboration, Policy Development, Audit Participation, Relationship Building, High Net Worth Clients, Problem Solving, Team Leadership

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 Officer How does this role impact the organization? Working within the Trust Services Team, the Trust Officer will report to the AVP, Trust Services. You are a goal-oriented team player capable of managing a book of estate and trust accounts, while serving as a role model to the Trust Administrators on the team. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining strong relationships with your internal RJL and external COI partners. What will your role be responsible for? Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency); Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns; Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where STC has been granted authority; Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration; Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required; Contribute to the review and discussion of discretionary decisions on behalf of STC; Participate in the creation, modification, and implementation of policies and procedures where required; Build strategic relationships with COIs including lawyers, accountants, and financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients; and Other duties and projects as 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? Minimum 3 years of estate and trust industry experience; Preference given to experience managing estate, trust, and power of attorney accounts; Experience working with HNW clients and their wealth advisors; Strong communication skills and ability to work collaboratively and independently; Exceptional critical thinking and analytical skills to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner; In-depth knowledge of estates, trusts, and powers of attorney for property laws; University degree in related field; STEP or MTI designation would be an asset; and Intra-provincial travel may occasionally be 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 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. Salary Range: BC (based on Education, Work Experience, etc) $75,000-110,000 in addition to competitive performance bonuses/incentives

Responsibilities

The Trust Officer is responsible for the administration of estate, trust, and power of attorney accounts, ensuring timely and professional service delivery. This role also involves resolving client inquiries and collaborating with various departments to address administrative and legal issues.