Trust Support Associate

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

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Trust Support Associate

How does the role impact the organization?

Reporting directly to the AVP, Operations, the selected candidate will: play a key role supporting Solus Trust with its various service requirements; work in a dynamic environment within a growing team and business; bring a positive mindset and willingness to help others achieve the overall goals of our growing businesses.

What will your role be responsible for?

• Provide administrative support to the Solus Trust team of professionals that deliver best in class service and support to their clients, internal partners and external stakeholders;
• Assist Trust Officers and their teams with Estate and Trust account administration work as it relates to tasks associated to settling estates and/or ongoing Trust account administration, including bill payments, trust accounting, and statement production;
• Liaise with banking partners to manage account openings and closings, special requests, and investigate transactions when necessary;
• Support the maintenance and updating of client banking records and other reporting related to service delivery, including transaction importing and bank reconciliation;
• Work collaboratively with Solus Trust associates to ensure bank accounts meet all compliance requirements and that related controls remain in place;
• Build and maintain knowledge of the integrated wealth management offering with a focus on the Estate and Trust products, services and procedures;
• Support timely execution of risk and compliance processes to ensure safeguarding of assets, compliance with privacy laws and adherence to policies to act in the best interest of all clients.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles and 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?

• Knowledge of trust products, services, and procedures;
• Strong communication skills, both verbal and written, as well as interpersonal skills;
• High degree of comfort working with different technology platforms;
• Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the service delivery of our business;
• Commitment to maintaining excellence in service standards to foster credibility and trust with partners and clients, and to build and deepen relationships;
• Ability to prioritize tasks, manage competing priorities, and organize time effectively to support clients, teams, and business partners;
• Quick learning ability and adaptability to change within the operational framework;
• Post-secondary education in a related field of study;
• 2-3 years of relevant industry experience, with proven knowledge/experience working with or for a Trust Company, Accounting or Financial Services provider, or Investment Dealer;
• Membership or commitment to participate in CSI and/or STEP preferred
• Proficiency in English and French is preferred.

Additional Requirements

• Desire to invest into the Trust industry by way of continuing education courses and learning programs.

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 firm

Salary Range: $55,000 - 63,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James 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]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

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 humans.