Senior Trust Officer In Vancouver
Raymond James Ltd.
Elevate your career as a Senior Trust Officer at Solus Trust Company in Vancouver, BC. Leverage your expertise in managing estate and trust accounts while providing top-tier client service.
In this vital role within the Trust Operations Team, you will report to the Associate Vice-President, ensuring excellent service delivery and fostering strong relationships with both internal and external partners. You will oversee complex estate, trust, and power of attorney accounts while acting as a mentor to junior team members.
Key Responsibilities: - Build strategic partnerships with lawyers, accountants, and advisors - Administer intricate estate and trust accounts accurately - Exercise discretion as per client documents and policies - Collaborate with Compliance and Legal for issue resolution - Participate in audit activities and discretionary decision discussions
Requirements: - Minimum 5 years in estate and trust services - Proven experience with high-net-worth clients - In-depth knowledge of estate and property laws - Excellent communication skills - STEP membership required
Utilize your critical thinking and relationship-building skills to deliver exceptional service at Raymond James.#J-18808-Ljbffr
In this vital role within the Trust Operations Team, you will report to the Associate Vice-President, ensuring excellent service delivery and fostering strong relationships with both internal and external partners. You will oversee complex estate, trust, and power of attorney accounts while acting as a mentor to junior team members.
Key Responsibilities: - Build strategic partnerships with lawyers, accountants, and advisors - Administer intricate estate and trust accounts accurately - Exercise discretion as per client documents and policies - Collaborate with Compliance and Legal for issue resolution - Participate in audit activities and discretionary decision discussions
Requirements: - Minimum 5 years in estate and trust services - Proven experience with high-net-worth clients - In-depth knowledge of estate and property laws - Excellent communication skills - STEP membership required
Utilize your critical thinking and relationship-building skills to deliver exceptional service at Raymond James.#J-18808-Ljbffr
Vacancy posted 54 minutes ago
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