Trust Officer (Evergreen)

Raymond James Ltd.; Vancouver; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Health benefits

RRSP matching program

Employee stock purchase plan

Paid time off

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. is seeking a Trust Officer for their Trust Services Team in Vancouver, BC. The ideal candidate will have a minimum of 3 years of experience in the estate and trust industry, managing accounts and collaborating with partners.

This full-time position offers a salary range of $75,000 - $110,000 annually, alongside competitive performance bonuses and a robust benefits package, including health benefits and a RRSP matching program.

Qualifications

• Minimum 3 years of estate and trust industry experience.
• Experience managing estate, trust, and power of attorney accounts.
• Strong communication and teamwork skills.

Responsibilities

• Administer estate, trust, and power of attorney accounts.
• Resolve client inquiries and concerns.
• Collaborate with Compliance and other teams.

Skills

Estate and trust industry experience

Communication skills

Critical thinking and analytical skills

Knowledge of property laws

Ability to work collaboratively

Education

University degree in related field

Job description

Trust Officer (Future Opportunities)

Working within the Trust Services Team, the Trust Officer will report to the AVP, Trust Services. You are a goal-oriented team player capable of managing a book of estate and trust accounts, while serving as a role model to the Trust Administrators on the team. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining strong relationships with your internal RJL and external COI partners.

What will your role be responsible for?

• Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency).
• Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns.
• Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where STC has been granted authority.
• 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 where required.
• Contribute to the review and discussion of discretionary decisions on behalf of STC.
• Participate in the creation, modification, and implementation of policies and procedures where required.
• 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.
• Other duties and projects as assigned.

What can you expect from us?

Our most important investment is in people. Upon eligibility, RJL offers flexible workstyles, a competitive compensation, and benefits package. Our benefits range from health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more! We also support internal promotion and community involvement.

What do we expect from you?

• Minimum 3 years of estate and trust industry experience.
• Preference given to experience managing estate, trust, and power of attorney accounts.
• Experience working with HNW 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 a timely and practical manner.
• In-depth knowledge of estates, trusts, and powers of attorney for property laws.
• University degree in related field.
• French proficiency is an asset.
• STEP or MTI designation would be an asset.
• Intra-provincial travel may occasionally be required.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the organization.

Salary Range

$75,000 - 110,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

At Solus Trust Company, we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients, and communities thrive. It is part of our people-first culture. Our company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Application Information

We demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Location & Schedule

Primary Location: Vancouver, BC

Other Locations: Toronto, ON; Montreal, QC

Schedule: Full-time

Status: Permanent Full-Time