Current jobs related to Trust Officer - Vancouver, British Columbia - Raymond James Financial, Inc.

  • 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/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 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

    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...

  • 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...

  • Property Leasing Coordinator

    2 days ago

    Vancouver, British Columbia, Canada UBC Properties Trust Full time

    Role OverviewThe Property Leasing Coordinator is a key member of the UBC Properties Trust team, responsible for promoting the company's portfolio and community to tenants and prospective tenants.This role involves providing exceptional customer service to faculty and staff of UBC, ensuring a smooth transition to our neighbourhoods. The coordinator will...

  • Senior Trust Officer, Estate

    2 months 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

    2 months 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,...

  • Trust Associate

    4 weeks ago

    Vancouver, British Columbia, Canada TD Bank Full time

    Private Trust - Private Client Service AssociateJob Summary:The Private Trust Private Client Service Associate provides administrative support to Trust Officers in meeting service commitments to Private Trust clients while delivering a level of service to internal and external partners that reflects TD Wealth standards and guiding principles.Key...

  • Trust Associate

    4 weeks ago

    Vancouver, British Columbia, Canada TD Bank Full time

    Private Trust - Private Client Service AssociateJob Summary:The Private Trust Private Client Service Associate provides administrative support to Trust Officers in meeting service commitments to Private Trust clients while delivering a level of service to internal and external partners that reflects TD Wealth standards and guiding principles.Key...

  • Office Coordinator

    2 months ago

    Vancouver, British Columbia, Canada UBC Properties Trust Full time

    About the RoleWe are seeking a highly organized and customer-focused Office Coordinator to join our team at UBC Properties Trust. As the first point of contact for our clients, tenants, and staff, you will be responsible for providing exceptional service and support in a fast-paced office environment.Key ResponsibilitiesCustomer Service and Office...

  • Office Coordinator

    2 months ago

    Vancouver, British Columbia, Canada UBC Properties Trust Full time

    About the RoleWe are seeking a highly organized and customer-focused Office Coordinator to join our team at UBC Properties Trust. As the first point of contact for our clients, tenants, and staff, you will be responsible for providing exceptional service and support in a fast-paced office environment.Key ResponsibilitiesCustomer Service and Office...

  • Office Coordinator

    1 month ago

    Vancouver, British Columbia, Canada UBC Properties Trust Full time

    About the RoleWe are seeking a highly organized and customer-focused Office Coordinator to join our team at UBC Properties Trust. As the first point of contact for our clients, tenants, and staff, you will be responsible for providing exceptional customer service and administrative support.Key ResponsibilitiesCustomer Service and Office SupportManage the...

  • Office Coordinator

    1 month ago

    Vancouver, British Columbia, Canada UBC Properties Trust Full time

    About the RoleWe are seeking a highly organized and customer-focused Office Coordinator to join our team at UBC Properties Trust. As the first point of contact for our clients, tenants, and staff, you will be responsible for providing exceptional customer service and administrative support.Key ResponsibilitiesCustomer Service and Office SupportManage the...

  • Office Coordinator

    3 weeks ago

    Vancouver, British Columbia, Canada UBC Properties Trust Full time

    About the RoleWe are seeking a highly organized and customer-focused Office Coordinator to join our team at UBC Properties Trust. As the first point of contact for our clients, tenants, and staff, you will provide exceptional service and support to ensure a seamless experience for all.Key ResponsibilitiesManage the front desk reception, including opening and...

  • Program Assistant

    2 weeks ago

    Vancouver, British Columbia, Canada Coast Mental Health Full time

    About the RoleWe are seeking a highly motivated and experienced professional to administer the Coast Trust Program. The successful candidate will provide administrative, financial, and technical assistance in the preparation and administration of discretionary and non-discretionary trusts on behalf of qualified clients.Key ResponsibilitiesAssist clients to...

  • Program Assistant

    1 month ago

    Vancouver, British Columbia, Canada Coast Mental Health Full time

    Job SummaryWe are seeking a highly motivated and experienced professional to administer the Coast Trust Program. The successful candidate will provide administrative, financial, and technical assistance in the preparation and administration of discretionary and non-discretionary trusts on behalf of qualified clients.ResponsibilitiesEnsure all trust revisions...

  • Program Assistant

    1 month ago

    Vancouver, British Columbia, Canada Coast Mental Health Full time

    Job SummaryWe are seeking a highly motivated and experienced professional to administer the Coast Trust Program. The successful candidate will provide administrative, financial, and technical assistance in the preparation and administration of discretionary and non-discretionary trusts on behalf of qualified clients.ResponsibilitiesEnsure all trust revisions...

Trust Officer

2 months ago

Vancouver, British Columbia, Canada Raymond James Financial, Inc. Full time
About the Role

We are seeking a highly skilled Trust Officer to join our team at Raymond James Financial, Inc. This is a full-time, permanent position based in Vancouver, BC.

Key Responsibilities
  • Deliver timely, accurate, and professional administration of estate, trust, and power of attorney accounts.
  • Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns.
  • Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST has been granted authority.
  • Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration.
  • Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required.
  • Contribute to the review and discussion of discretionary decisions on behalf of ST.
  • Participate in the creation, modification, and implementation of policies and procedures where required.
  • 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.
Requirements
  • Minimum 3 years of estate and trust industry experience.
  • Preference given to experience managing estate, trust, and power of attorney accounts.
  • Experience working with HNW clients and their wealth advisors.
  • 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.
  • In-depth knowledge of estates, trusts, and powers of attorney for property laws.
  • University degree in related field.
  • STEP or MTI designation would be an asset.
  • Intra-provincial travel may occasionally be required.
What We Offer

We offer a competitive compensation package, including a salary range of $75,000-110,000, plus performance bonuses and incentives. Our benefits package includes health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, and more. We also support internal promotion and community involvement.

We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. We encourage our associates to grow professionally, work collaboratively, and make prompt, pragmatic choices with the client in mind.