Senior Trust Officer In Vancouver
2 days ago
Winnipeg MB, Winnipeg Census Division, MB; Manitoba, Canada
Raymond James Ltd.
Full-time
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Elevate your career as a Senior Trust Officer at Solus Trust Company in Vancouver, BC. Leverage your expertise in managing estate and trust accounts while providing top-tier client service.
In this vital role within the Trust Operations Team, you will report to the Associate Vice-President, ensuring excellent service delivery and fostering strong relationships with both internal and external partners. You will oversee complex estate, trust, and power of attorney accounts while acting as a mentor to junior team members.
Key Responsibilities
- Build strategic partnerships with lawyers, accountants, and advisors
- Administer intricate estate and trust accounts accurately
- Exercise discretion as per client documents and policies
- Collaborate with Compliance and Legal for issue resolution
- Participate in audit activities and discretionary decision discussions
Requirements:
- Minimum 5 years in estate and trust services
- Proven experience with high-net-worth clients
- In-depth knowledge of estate and property laws
- Excellent communication skills
- STEP membership required
Utilize your critical thinking and relationship-building skills to deliver exceptional service at Raymond James.#J-18808-Ljbffr
In this vital role within the Trust Operations Team, you will report to the Associate Vice-President, ensuring excellent service delivery and fostering strong relationships with both internal and external partners. You will oversee complex estate, trust, and power of attorney accounts while acting as a mentor to junior team members.
Key Responsibilities
- Build strategic partnerships with lawyers, accountants, and advisors
- Administer intricate estate and trust accounts accurately
- Exercise discretion as per client documents and policies
- Collaborate with Compliance and Legal for issue resolution
- Participate in audit activities and discretionary decision discussions
Requirements:
- Minimum 5 years in estate and trust services
- Proven experience with high-net-worth clients
- In-depth knowledge of estate and property laws
- Excellent communication skills
- STEP membership required
Utilize your critical thinking and relationship-building skills to deliver exceptional service at Raymond James.#J-18808-Ljbffr