Trust Support Services Associate
5 months ago
**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
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