Senior Trust Officer: Estate & Wealth Services

Raymond James Financial; Vancouver; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Discretionary bonuses

Job summary

Raymond James Ltd. seeks a Trust Officer to manage estate and trust accounts, deliver premium service, and build relationships with internal and COI partners. You will oversee fiduciary and agency accounts and support complex discretionary decisions.

The role requires collaboration with Compliance, Legal, and Operations, with travel as needed. A university degree and relevant trust industry experience are essential.

Qualifications

• Minimum 3 years of estate and trust industry experience.
• University degree in related field required.
• STEP or MTI designation would be an asset.

Responsibilities

• Manage a book of estate and trust accounts and oversee administration.
• Collaborate with Compliance, Operations, Legal to resolve issues.
• Participate in audits and policy implementation.
• Build strategic relationships with COIs including lawyers and advisors.

Skills

Estate & trust experience

Communication skills

Analytical thinking

Team collaboration

HNW client experience

Discretion and ethics

Travel (intra-provincial)

Education

University degree in related field

Job description

Raymond James Ltd. seeks a Trust Officer to manage estate and trust accounts, deliver premium service, and build relationships with internal and COI partners. You will oversee fiduciary and agency accounts and support complex discretionary decisions.

The role requires collaboration with Compliance, Legal, and Operations, with travel as needed. A university degree and relevant trust industry experience are essential.