Trust Officer
2 months ago
We 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 Responsibilities- Account Administration: Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency).
- Client Service: Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns.
- Discretionary Authority: Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST has been granted authority.
- Collaboration: Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration.
- Audit and Compliance: Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required.
- Policy and Procedure Development: Contribute to the review and discussion of discretionary decisions on behalf of ST.
- Relationship Building: Build strategic relationships with COIs including lawyers, accountants, and financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients.
- Experience: Minimum 3 years of estate and trust industry experience.
- Education: University degree in a related field.
- Designations: STEP or MTI designation would be an asset.
- Skills: Strong communication skills and ability to work collaboratively and independently. Exceptional critical thinking and analytical skills to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner.
At Raymond James Financial, we are committed to providing a work environment that is inclusive, diverse, and supportive of our associates' growth and development. We offer a competitive compensation and benefits package, as well as opportunities for professional growth and advancement.
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Trust Officer
1 month ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeJob 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...
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Trust Officer
1 month ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeJob 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...
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Vancouver, British Columbia, Canada CIBC Full timeResponsibilitiesAs 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,...
