Trust Administrator (Evergreen) (Vancouver)
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Vancouver, Canada
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Posted: less than a week ago
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Solus Trust Company (STC) is an affiliate of Raymond James Ltd (RJL), offering tailored estate, trust, and agency services to RJL clients and others referred via financial institutions. Responsibilities
Collaborate with Trust Services Team to deliver client‑service excellence. Follow all STC processes and policies. Support Senior Trust Officers and Trust Officers with administrative account and client support. Maintain and update all account and client records, files, and communication. Provide timely and accurate administrative support for fiduciary and agency accounts.Onboard new trust company accounts in accordance with policy and procedure. Assist with audits, compliance reviews, risk and compliance processes to safeguard assets and ensure privacy law compliance. Support the Estate&Trust Solutions Team with Will Bank administrations and new client onboarding. Perform assigned duties and projects. Qualifications
At least 1 year of relevant industry experience. Post‑secondary degree or paralegal diploma. Professional and/or industry accreditation an asset. Experience working with high net worth clients an asset. Knowledge of trust company operations an asset. Proficiency in French an asset. Strong client service orientation.Ability to manage competing priorities and meet goals. Strong relationship‑building skills. Comfort with various technology platforms (CRM experience) and eagerness to learn. Creative mindset for technology and tool development. Commitment to participate in the STEP professional development program (or current member).Ability to travel locally as needed. Benefits
Competitive compensation and annual bonuses. Health benefits and RRSP matching program. Employee stock purchase plan. Paid time off and volunteer days. Discretionary bonuses. Tuition reimbursement. Internal promotion opportunities and community involvement. Equal Opportunity Employer Statement
Solus Trust is an equal opportunity employer. We honor, value, respect, and celebrate the uniqueness, experiences, and backgrounds of all associates.
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Company nameRaymond James
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Job positionTrust Administrator (Evergreen) (Vancouver)
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