Trust Operations Associate - 12 Month Contract at Raymond James

Vancouver, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

25 Apr, 26

Salary

55000.0

Posted On

25 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Organizational Skills, Time Management, Written Communication, Verbal Communication, Relationship Building, Collaboration, Technology Proficiency, Creative Mindset, Data Entry, Document Management, Administrative Support, Compliance, Operational Support, Project Coordination, Client Record Maintenance

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 Operations Associate - 12 Month Contract How does this role impact the organization? Working within the Trust Operations Team, the Trust Operations Associate will report to the VP, Trust Operations. You are an experienced and dependable operations support associate able to work in a dynamic environment within a growing trust business. You bring a strong willingness to learn about our trust business and support day-to-day operational activities. You enjoy working collaboratively with various business units and are able to use technology and operational systems to support data entry, document management, and various administrative tasks. You bring a positive, detail-oriented mindset to the work you do and are willing to support others by completing tasks accurately and on time to help achieve the overall goals of our growing trust business. What will your role be responsible for? Support the Trust Services Team with essential operational tasks such as account openings and setup, data entry, and account closures; Support the Trust Operations Team by providing operational and administrative assistance for various initiatives and projects led by the VP, Trust Operations or Senior Business Analyst; Coordinate communications with Trust Officers and Trust Administrators and other internal teams to support the timely completion of trust operations objectives; Maintain accurate and complete client records in accordance with policies and procedures; Prepare, track, and maintain records of outbound communications and project-related deliverables; Maintain and update operational logs, trackers, and supporting documentation; Support compliance efforts by following established procedures and assisting with audits, reviews, and reporting requests; and Perform other operational duties as assigned to support business needs. 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? Proven ability to work in a dynamic work environment with competing priorities while maintaining accountability to deliver on established goals and metrics; Strong attention to detail and accuracy; Excellent organizational and time-management skills; Strong written and verbal communication skills; Demonstrated ability to build relationships and work collaboratively with others; High degree of comfort working with different technology platforms, and the 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 operations of our trust business; Post-secondary degree in a related field of study; Experience in operations, financial services, or administrative support (and knowledge/experience working for a trust company would be an asset); and Professional and/or industry accreditation would be an asset. 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. Salary Range: $45,000 - 55,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. This posting is for an existing vacancy. 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. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Responsibilities

The Trust Operations Associate will support the Trust Services Team with essential operational tasks such as account openings, data entry, and account closures. They will also coordinate communications with Trust Officers and maintain accurate client records.