Trust Officer

Raymond James•Vancouver, BC

20h•Hybrid

About The Position

Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. STC provides personal estate, trust, and agency services to clients of RJL, its correspondent services clients, as well to clients referred externally via Centers of Influence (COIs) and other financial institutions. 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.

Requirements

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;

Nice To Haves

STEP or MTI designation would be an asset;
Intra-provincial travel may occasionally be required.

Responsibilities

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; and
Other duties and projects as assigned.