Raymond James Ltd.
Senior Trust Officer in Vancouver
Job Description
Join Solus Trust Company as a Senior Trust Officer and enhance your expertise in estate management. This role, based in Vancouver, focuses on premium client service and strategic partnerships.
This Trust Officer position reports to the AVP and is ideal for professionals with at least 3 years of experience in the estate and trust field. You will manage complex accounts while ensuring compliance and building relationships with high-net-worth clients and advisors. Your input will be vital in improving policies and administrative processes.
Key Responsibilities:
• Administer estate and trust and power of attorney accounts
• Efficiently resolve inquiries and partner concerns
• Work with compliance and legal on regulatory matters
• Engage in audit activities and discretionary reviews
• Build knowledge-sharing relationships with COIs
Requirements:
• Minimum 3 years' experience in trust services
• Experience manag...
This Trust Officer position reports to the AVP and is ideal for professionals with at least 3 years of experience in the estate and trust field. You will manage complex accounts while ensuring compliance and building relationships with high-net-worth clients and advisors. Your input will be vital in improving policies and administrative processes.
Key Responsibilities:
• Administer estate and trust and power of attorney accounts
• Efficiently resolve inquiries and partner concerns
• Work with compliance and legal on regulatory matters
• Engage in audit activities and discretionary reviews
• Build knowledge-sharing relationships with COIs
Requirements:
• Minimum 3 years' experience in trust services
• Experience manag...