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Trust Officer
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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
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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
2 months ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeAbout 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...
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Trust Officer
2 months ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeAbout 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
About the Role
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
- Administer estate and trust accounts, including the delivery and oversight of timely and accurate account administration.
- Take ownership of client and partner inquiries and concerns, exercising discretion and accountability in resolving issues.
- 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.
- Contribute to the review and discussion of discretionary decisions on behalf of the company.
- Build strategic relationships with external partners, including lawyers, accountants, and financial advisors, to enhance their knowledge and willingness to work with our trust business.
- Fulfill other duties and projects as assigned.
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 high net worth 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-depth knowledge of estates, trusts, and powers of attorney for property laws.
- University degree in a related field.
- STEP or MTI designation would be an asset.
What We Offer
- A competitive compensation and benefits package.
- Flexible workstyles and a people-first culture.
- Opportunities for professional growth and development.
- A collaborative and dynamic work environment.
About Us
Raymond James Financial is a leading integrated financial services firm, committed to delivering exceptional service and value to our clients and partners. We are an equal opportunity employer and welcome applications from diverse candidates.
