Trust Officer

Education: - Expérience: - **Education**: - Bachelor's degree - **Work setting**: - Trust company - **Tasks**: - Monitor client investments - Analyze clients' financial records - Review and examine financial services and institutions to ensure compliance with governing legislation and regulation - Disburse trust monies - Co-ordinate work activities...

**Your daily duties and responsibilities will include**: - Under the guidance of senior trust officers, opening new files and managing basic trusts and estates while ensuring adherence to regulatory guidelines; - Maintain accuracy of client information; - Document all communications with clients; - Maintaining a bring forward system; - Occasional bank runs;...

Join to apply for the Trust Officer role at Raymond James Ltd. Represent Solus Trust Company, an affiliate of Raymond James Ltd., Canada's leading independent investment dealer. The role delivers personal estate, trust, and agency services to clients of RJL, its correspondents, and external referrals. TRUST OFFICER – ROLE IMPACT Working within the Trust...

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...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

**Location: Vancouver, Canada** In this position, you’ll be based in the Columbia, MD office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.coM/Flex. **We give you a world of potential** Are you ready to build a career in the financial...

Job DescriptionWhat is the opportunity?As a Trust Officer or Senior Trust Officer with RBC Royal Trust, you will play an integral role as part of a high performing regional team, where you'll be responsible for managing a book of Estates, Trusts, and POA accounts which may vary in complexity. You will create an exceptional client experience by providing...

Executive Trust Officer Join to apply for the Executive Trust Officer role at TD . Work Location Vancouver, British Columbia, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $96,900 - $136,800 CAD Job Description TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection. We provide...

Executive Trust Officer Join to apply for the Executive Trust Officer role at TD. Work Location Vancouver, British Columbia, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $96,900 - $136,800 CAD Job Description TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection. We provide...

Requisition ID: 162268 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Trust Officer’s primary responsibility is to lead the client relationship and administration activities for estate and trust settlement. Core Individual Responsibilities: Estate Administration: - Proactively manage...