Estate and Trust Account Manager
4 weeks ago
Position Overview
Raymond James Financial stands as a prominent independent investment firm, dedicated to providing tailored solutions for Canadians in need of wealth management services. Solus Trust Company (ST), a subsidiary of Raymond James Ltd. (RJL), specializes in delivering estate, trust, and agency services to clients referred from both internal and external sources.
Role Summary
In the capacity of a Trust Officer, your primary responsibility will be to oversee the management of estate and trust accounts, ensuring exceptional service delivery to partners while fostering robust relationships with both internal and external stakeholders.
Key Responsibilities
- Administer estate, trust, and power of attorney accounts with precision
- Efficiently address inquiries from clients and partners
- Collaborate with various departments to resolve account-related matters
- Engage in audit processes and contribute to policy formulation
- Establish and nurture relationships with Centers of Influence (COIs)
- Undertake additional duties and projects as assigned
Qualifications
- A minimum of 3 years of experience in the estate and trust sector
- Proven experience working with high-net-worth clients and wealth advisors
- Excellent communication and analytical abilities
- Familiarity with estate, trust, and power of attorney regulations
- A university degree in a relevant field
- Preferred designations include STEP or MTI
- Willingness to travel within the province as necessary
Company Values
- Encourages professional development and teamwork
- Emphasizes client-focused decision-making
- Promotes accountability and ongoing improvement
- Supports a diverse and inclusive workplace
Compensation: BC $75,000-110,000 plus performance bonuses
Raymond James Ltd. is committed to providing equal opportunities and accommodating candidates as needed.
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