Senior Trust Officer - Estate & Trust Leadership

Raymond James Financial; Vancouver; On-site; CAD 105,000 - 125,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Job summary

Solus Trust Company, an affiliate of Raymond James Ltd., seeks a Senior Trust Officer to manage a book of estate and trust accounts, delivering premium service to partners and clients. You will report to the Associate Vice-President, Trust Operations and lead a team to ensure fiduciary and agency administration meets high standards.

The role requires at least five years in estate and trust, experience with high-net-worth clients, and a university degree.

Qualifications

• Minimum 5 years of estate and trust industry experience;
• Demonstrated experience in effectively managing estate, trust, and power of attorney accounts is highly desirable and considered an asset for this role;
• Experience working with HNW clients and their wealth advisors;
• 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;
• Possession of a university degree or equivalent;
• Excellent written and verbal communication skills; and
• Intra-provincial travel may occasionally be

Responsibilities

• Build strategic relationship with COIs including lawyers, accountants, 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;
• Always act in the best interest of the clients to provide the appropriate level of service and guidance to prospective clients and their families on all aspects of account (fiduciary and agent) administration;
• Provide delivery/oversight of timely, accurate, and professional administration of complex estate, trust, and power of attorney accounts, as well as fee-based estate, trustee, and power of attorney support services;
• Properly exercise the discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST has been granted authority;
• Manage account-owned corporations, which may include director’s resolutions, shareholders’ meetings, coordinating the preparation of financial statements, etc.;
• Act in accordance with ST policy and procedure and ensure that all new business is reviewed and approved according to policy;
• Collaborate with Compliance, Operations, Legal, and other related lines of business to resolve system, administrative, risk management, and legal issues pertaining to account administration;
• Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required;
• Participate in the review and discussion of discretionary decisions on behalf of ST; and
• Participate in the creation, modification, and the implementation of policy and procedures where required.

Skills

Estate & trust

HNW clients

Critical thinking

Analytical skills

Communication skills

Travel willingness

Education

University degree

Job description

Solus Trust Company, an affiliate of Raymond James Ltd., seeks a Senior Trust Officer to manage a book of estate and trust accounts, delivering premium service to partners and clients. You will report to the Associate Vice-President, Trust Operations and lead a team to ensure fiduciary and agency administration meets high standards.

The role requires at least five years in estate and trust, experience with high-net-worth clients, and a university degree.