Current jobs related to Estate and Trust Administration Officer - Vancouver, British Columbia - Raymond James Financial

  • Trust Officer

    2 months ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAccount Administration: Responsible...

  • Trust Officer

    2 months ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAccount Administration: Responsible...

  • Senior Trust Officer/Trust Officer

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Trust Officer to join our team at Royal Trust Corporation of Canada. As a Senior Trust Officer, you will play a critical role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services...

  • Senior Trust Officer/Trust Officer

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Trust Officer to join our team at Royal Trust Corporation of Canada. As a Senior Trust Officer, you will play a critical role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services...

  • Senior Trust Officer/Trust Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Trust Officer to join our team at Royal Trust Corporation of Canada. As a Senior Trust Officer, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services business.Key...

  • Senior Trust Officer/Trust Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Fiduciary Services Professional to join our team at Royal Trust Corporation of Canada. As a Senior Trust Officer, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services...

  • Senior Trust Officer/Trust Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a vital role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of estate and trust services. You will be responsible for building and maintaining relationships with clients, beneficiaries, and...

  • Senior Trust Officer, Estate

    1 month ago

    Vancouver, British Columbia, Canada CIBC Full time

    ResponsibilitiesAs a Senior Trust Officer, Estate, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Estates, Trusts and Powers of Attorney.Key AccountabilitiesTimely,...

  • Senior Trust Officer, Estate

    1 month ago

    Vancouver, British Columbia, Canada CIBC Full time

    ResponsibilitiesAs a Senior Trust Officer, Estate, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Estates, Trusts and Powers of Attorney.Key AccountabilitiesTimely,...

  • Senior Trust Officer

    1 month ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with RBC Royal Trust, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key ResponsibilitiesBuild and maintain relationships with clients, beneficiaries, and co-trustees to ensure...

  • Senior Trust Officer

    1 month ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with RBC Royal Trust, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key ResponsibilitiesBuild and maintain relationships with clients, beneficiaries, and co-trustees to ensure...

  • Senior Trust Officer

    1 month ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key Responsibilities:Build and maintain relationships with clients, beneficiaries, and...

  • Senior Trust Officer

    1 month ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key Responsibilities:Build and maintain relationships with clients, beneficiaries, and...

  • Senior Trust Officer/Trust Officer

    1 week ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key ResponsibilitiesBuild and maintain strong relationships with clients, beneficiaries, and...

  • Senior Trust Officer/Trust Officer

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Fiduciary Manager to join our team at Royal Trust Corporation of Canada. As a key member of our team, you will be responsible for managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services business.Key...

  • Senior Trust Officer/Trust Officer

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Fiduciary Manager to join our team at Royal Trust Corporation of Canada. As a key member of our team, you will be responsible for managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services business.Key...

  • Trust Officer

    1 month ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job Title: Trust OfficerAt Raymond James Financial, we are seeking a highly skilled and experienced Trust Officer to join our team. As a Trust Officer, you will play a critical role in the administration of estate, trust, and power of attorney accounts, ensuring timely, accurate, and professional service to our clients and partners.Key...

  • Trust Officer

    1 month ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job Title: Trust OfficerAt Raymond James Financial, we are seeking a highly skilled and experienced Trust Officer to join our team. As a Trust Officer, you will play a critical role in the administration of estate, trust, and power of attorney accounts, ensuring timely, accurate, and professional service to our clients and partners.Key...

  • Estate and Trust Coordinator

    2 months ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    {"title": "Estate and Trust Coordinator", "description": "About the RoleWe are seeking a highly organized and detail-oriented Estate and Trust Coordinator to join our team at Scotiabank. In this role, you will provide administrative support to our Estate and Trust team, ensuring the smooth execution of daily activities and tasks.Key ResponsibilitiesSupport...

  • Senior Trust Officer

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time

    Job DescriptionAs a Senior Trust Officer with RBC Royal Trust, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key ResponsibilitiesBuild and maintain relationships with clients, beneficiaries, and co-trustees to ensure...

Estate and Trust Administration Officer

3 months ago

Vancouver, British Columbia, Canada Raymond James Financial Full time $75,000 - $110,000
Position Overview:
As a pivotal member of our team at Raymond James Financial, you will play a crucial role in the administration of estate and trust accounts. Your expertise will contribute to delivering exceptional service to our clients and partners.

Key Responsibilities:
- Manage a portfolio of estate and trust accounts, ensuring compliance with all regulatory requirements.
- Collaborate effectively with various departments including Compliance, Operations, and Legal to address administrative and legal challenges.
- Participate in audit processes, ensuring adherence to internal and external standards.
- Develop and implement policies and procedures to enhance operational efficiency.
- Cultivate strong relationships with Centers of Influence (COIs) such as attorneys, accountants, and financial advisors to promote collaboration for the benefit of high-net-worth clients.
- Undertake additional projects and responsibilities as needed.

Qualifications:
- Proven experience in managing estate, trust, and power of attorney accounts.
- Familiarity with high-net-worth clients and their financial advisors.
- A university degree in a relevant field is required; STEP or MTI designation is advantageous.
- A commitment to fostering a collaborative and supportive work environment.

Compensation:
Raymond James Financial offers a competitive salary range based on education and experience, along with performance-based bonuses and incentives. We value our employees and support their professional growth and community engagement.