Trust Support Services Associate

2 weeks ago

Vancouver, Canada Raymond James Financial Full time

**Trust Support Services Associate**
- 2302205
- At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

**_ Trust Support Associate_**

**How does the role impact the organization?**

**What will your role be responsible for?**
- Providing administrative support to the Solus Trust team of professionals that deliver best in class service and support to their clients, internal partners and external stakeholders;
- Support the maintenance and updating client online banking records and other reporting related to service delivery;
- working collaboratively with Solus Trust associates to ensure the bank accounts meet all compliance requirements and that related controls remain in place;
- Assist Senior Trust Advisor’s and their teams with Estate and Trust account administration work as it relates to tasks associated to settling estates and/or ongoing Trust account administration;
- Build and maintain knowledge of the integrated wealth management offering with a focus on the Estate and Trust products, services and procedures;
- Support timely execution of risk and compliance processes to ensure safeguarding of assets, compliance with privacy laws and adherence to policies to act in the best interest of all clients.
- Support Credit department with daily tasks such as internal journals and cheque requests

**What can you expect from us?**

Our most important investment is in people. Upon eligibility, Raymond James Ltd 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?**
- Knowledge of trust products, services, and procedures;
- High degree of comfort working with different technology platforms;
- Strong communication skills, both verbal and written, as well as interpersonal skills;
- Ability to creatively use technology to build templates, spreadsheets, and tools for sales and service delivery;
- Commitment to maintaining excellence in service standards to foster credibility and trust with partners and clients, and to build and deepen relationships;
- Ability to prioritize tasks, manage competing priorities, and organize time effectively to support clients, teams, and business partners;
- Quick learning ability and adaptability to change within the operational framework;
- Educational requirement: Post-secondary degree in a related field of study;
- Experience requirement: 1-3 years of relevant industry experience, with proven knowledge/experience working with or for a Trust Company;
- Preferred membership or commitment to participate in CSI and/or STEP; and
- Proficiency in English and French is preferred.

**Additional Requirements**
- Desire to invest into the Trust industry by way of continuing education courses and learning programs.

**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
- Contribute to the continuous evolution of the firm

At Raymond James - 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 part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

**Job** Trust Services

**Primary Location** CA-BC-Vancouver-Vancouver

**Organization** Operations

**Schedule** Full-time

**Status** Permanent Full-Time

  • Trust Administrator

    4 weeks ago

    West Vancouver, Canada Heritage Trust Company Full time

    **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;...

  • Senior Trust Officer, Estate

    3 weeks ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...

  • Senior Trust Officer, Estate

    4 weeks ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...

  • Senior Trust Officer, Estate

    3 weeks ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...

  • Trust Officer

    3 weeks ago

    Vancouver, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm of more than 200 lawyers, focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. - Processing (recording) trust transactions in ELITE 3E. - Initiate banking transactions of trust funds through online portals. - Reviewing all trust instructions...

  • Private Trust

    2 weeks ago

    Vancouver, Canada TD Bank Full time

    Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) page is loaded Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) Postuler remote type Hybride locations Vancouver, British Columbia time type Temps plein posted on Publié il y a 2 jour(s) job requisition id R_1345601 ...

  • Private Trust

    2 days ago

    Vancouver, Canada TD Bank Full time

    Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) page is loaded Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) Postuler remote type Hybride locations Vancouver, British Columbia time type Temps plein posted on Publié il y a 2 jour(s) job requisition id R_1345601 ...

  • Private Trust

    2 weeks ago

    Vancouver, Canada TD Bank Full time

    Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) page is loaded Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) Postuler remote type Hybride locations Vancouver, British Columbia time type Temps plein posted on Publié il y a 2 jour(s) job requisition id R_1345601 ...

  • Private Trust

    2 weeks ago

    Vancouver, Canada TD Bank Full time

    Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) page is loaded Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) Postuler remote type Hybride locations Vancouver, British Columbia time type Temps plein posted on Publié il y a 2 jour(s) job requisition id R_1345601 ...

  • Senior Trust Officer, Estate

    3 weeks ago

    Vancouver, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Senior Trust Officer, Estate

    3 weeks ago

    Vancouver, BC, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Private Trust

    2 weeks ago

    Vancouver, BC, Canada TD Bank Full time

    Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) page is loaded Private Trust - Private Client Service Associate (Intern/Co-op; Fall 2024) Postuler remote type Hybride locations Vancouver, British Columbia time type Temps plein posted on Publié il y a 2 jour(s) job requisition id R_1345601 Type de rôle: Session de stage: Lieu...

  • Executive Trust Officer

    4 weeks ago

    Vancouver, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Trust **builds dynamic and...

  • Lawyer - Wills, Estates & Trusts Solicitor

    4 weeks ago

    West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...

  • Lawyer - Wills, Estates & Trusts Solicitor

    4 weeks ago

    West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...

  • Lawyer - Wills, Estates & Trusts Solicitor

    4 weeks ago

    West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...

  • Lawyer - Wills, Estates & Trusts Solicitor

    4 weeks ago

    West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...

  • Auditor, Trust Assurance

    2 weeks ago

    Vancouver, Canada Law Society of British Columbia Full time

    Come join our team! If you are looking for a career that is both challenging and rewarding, with an organization that values diversity, equity and a shared sense of purpose, look no further.We are proud to say that we’ve been recognized as one of BC’s Top Employers since 2022 ! The Law Society of BC offers work/life balance, a collegial atmosphere, and...

  • Auditor, Trust Assurance

    2 days ago

    Vancouver, Canada Law Society of British Columbia Full time

    Come join our team! If you are looking for a career that is both challenging and rewarding, with an organization that values diversity, equity and a shared sense of purpose, look no further.We are proud to say that we’ve been recognized as one of BC’s Top Employers since 2022 ! The Law Society of BC offers work/life balance, a collegial atmosphere, and...

  • Auditor, Trust Assurance

    2 weeks ago

    Vancouver, Canada Law Society of British Columbia Full time

    Come join our team! If you are looking for a career that is both challenging and rewarding, with an organization that values diversity, equity and a shared sense of purpose, look no further.We are proud to say that we’ve been recognized as one of BC’s Top Employers since 2022 ! The Law Society of BC offers work/life balance, a collegial atmosphere, and...