Estate & Trust Support Specialist

Raymond James Ltd.; Vancouver; On-site; CAD 55,000 - 63,000; Full time

Benefits offered by this job

Flexible workstyles

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Job summary

Raymond James Ltd. is seeking a Trust Support Associate in Vancouver to join the Solus Trust team. You will provide administrative support, assist with estate and trust account administration, and liaise with banking partners to manage account openings, closings and transactions.

This role emphasizes compliance, accurate record keeping, and collaboration across colleagues to deliver best-in-class service. A post-secondary education in a related field and 2–3 years of trust or financial services

Qualifications

• Post-secondary education in a related field of study.
• 2–3 years of experience in trust/financial services.
• Knowledge of trust products, services and procedures.
• Strong communication skills, written and spoken, English and French preferred.
• Ability to prioritize tasks and manage multiple priorities.

Responsibilities

• Provide administrative support to the Solus Trust team delivering best in class service and support to clients, internal partners and external stakeholders.
• Assist Trust Officers with estate and trust account administration, including bill payments, accounting and statement production.
• Liaise with banking partners to open/close accounts, handle special requests and investigate transactions.
• Support maintenance of client banking records and reporting, including transaction import and bank reconciliation.
• Ensure compliance controls are in place and assist with risk and privacy obligations.
• Build knowledge of the integrated wealth offering for Estate and Trust products and procedures.
• Support timely execution of risk and compliance processes to safeguard assets and protect client interests.

Skills

Client communication

Trust knowledge

Bilingual English/French

Organizational skills

Tech proficiency

Education

Post-secondary education in related field

Tools

Banking platforms

Job description

Raymond James Ltd. is seeking a Trust Support Associate in Vancouver to join the Solus Trust team. You will provide administrative support, assist with estate and trust account administration, and liaise with banking partners to manage account openings, closings and transactions.

This role emphasizes compliance, accurate record keeping, and collaboration across colleagues to deliver best-in-class service. A post-secondary education in a related field and 2–3 years of trust or financial services