Overview
Trust Administrator at Solus Trust Jobs in Vancouver, Canada at Raymond James
Position: Trust Administrator at Solus Trust )
Elevate your career as a Trust Administrator at Solus Trust Company, part of Raymond James Ltd, where delivering top‑notch client service is key. Engage in vital support tasks while ensuring compliance and accurate record maintenance.
Solus Trust is looking for a Trust Administrator who will collaborate closely with the Trust Services Team to provide exceptional service. You will assist Senior Trust Officers with administrative tasks while managing accounts and client records. This role demands excellent organizational skills and a commitment to safeguarding client privacy during onboarding and compliance processes.
Key Responsibilities
- Collaborate with the Trust Services Team for client support
- Maintain accurate account records and client files
- Onboard new trust company accounts as per procedures
- Assist with audits and compliance reviews to ensure privacy
- Support Will Bank administrations and new client onboarding
Requirements
- Minimum 1 year of relevant industry experience
- Post‑secondary degree or paralegal diploma
- Knowledge of trust company operations an asset
- Experience with high net worth clients preferred
- Proficient in CRM technology with eagerness to learn
Bring your solid relationship‑building skills and client service orientation to Solus Trust, enhancing our commitment to excellence in estate and trust services.
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Title: Trust Administrator at Solus Trust
Company: Raymond James
Location: Vancouver, Canada
Category: