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About the Role
The Associate Trust Officer will manage a book of estate and trust accounts, serve as a role model to Trust Administrators, and ensure the ongoing delivery of premium service to partners and their clients. This role involves building and maintaining strong relationships with internal and external partners.
Responsibilities
- Deliver and oversee timely, accurate, and professional administration of estate, trust, and power of attorney accounts (fiduciary and agency).
- Resolve client and partner inquiries and concerns efficiently.
- Exercise discretion as afforded in will, trust agreement, or power of attorney documents.
- Collaborate with Compliance, Operations, Legal, and other business lines to resolve account administration issues.
- Participate in audit activities, including business line oversight, internal audit, and regulatory audits.
- Contribute to the review and discussion of discretionary decisions.
- Participate in the creation, modification, and implementation of policies and procedures.
- Build strategic relationships with COIs (lawyers, accountants, financial advisors) to enhance collaboration.
- Fulfill other assigned duties and projects.
Requirements
- Minimum 2 years of estate and trust industry experience or other relevant industry.
- Experience managing estate, trust, and power of attorney accounts is preferred.
- Experience working with HNW clients and their wealth advisors.
- Strong communication skills.
- Ability to work collaboratively and independently.
- Exceptional critical thinking and analytical skills.
- In-depth knowledge of estates, trusts, and powers of attorney for property laws.
- Intra-provincial travel may occasionally be required.
Skills
- Communication skills
- Collaboration
- Independent work
- Critical thinking
- Analytical skills
- Estate and trust administration
- Relationship building
Location
- Remote
- Hybrid
- Onsite
Work Type
- Full-time
Experience Level
- Associate
Education Level
- University degree in a related field
- STEP or MTI designation is an asset
Salary/Compensations
- $70,000 - $90,000 annually
- Competitive performance bonuses/incentives
Benefits
- Flexible workstyles
- Competitive compensation
- Health benefits
- RRSP matching program
- Employee stock purchase plan
- Paid time off
- Volunteer days
- Discretionary bonuses
- Tuition reimbursement
About the Company
- Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services.
- Solus Trust Company (ST) is an affiliate company of Raymond James Ltd. (RJL).
- ST provides personal estate, trust, and agency services to clients of RJL, its correspondent services clients, and external clients.
- At Solus Trust Company, we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates.
- Our company is an open opportunity employer and makes all employment decisions on the basis of merit and business needs.
Equal Opportunity
- Our company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- We demonstrate our commitment to ensuring equal opportunities for all candidates.
- To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.
- We may use automated or AI-enabled tools to support parts of our recruitment and screening process.