Trust Officer

6 days ago


Vancouver, British Columbia, Canada Raymond James Financial Full time
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
  1. 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).
  2. Client Service: Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns.
  3. Discretionary Authority: Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST has been granted authority.
  4. 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.
  5. Audit and Compliance: Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required.
  6. Policy and Procedure Development: Contribute to the review and discussion of discretionary decisions on behalf of ST.
  7. 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.
Requirements
  1. Experience: Minimum 3 years of estate and trust industry experience.
  2. Education: University degree in a related field.
  3. Designations: STEP or MTI designation would be an asset.
  4. 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.
About Us

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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