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Trust Officer
Raymond James Ltd.
Vancouver, UAE
Full Time
Mid
1 months ago
Estate AdministrationTrust AdministrationPower of AttorneyCommunicationCritical ThinkingAnalytical Skills
Free
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Estate AdministrationTrust AdministrationPower of Attorney
About the Role
Raymond James Ltd. seeks a Trust Officer to manage a book of estate and trust accounts, ensuring premium service to partners and clients. The role involves administration of estate, trust, and power of attorney accounts, collaboration with compliance and legal teams, and building strategic relationships with COIs.
Key Skills for This Role
Estate AdministrationTrust AdministrationPower of AttorneyCommunicationCritical ThinkingAnalytical Skills
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
- Other duties and projects as assigned
Requirements
- Minimum 3 years of estate and trust industry experience
- Experience managing estate, trust, and power of attorney accounts (preferred)
- 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
- In depth knowledge of estates, trusts, and powers of attorney for property laws
- University degree in related field
- STEP or MTI designation would be an asset
Full Job Posting
Role Overview
- 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.
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.
- Other duties and projects as assigned.
Qualifications
- 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.
- STEP or MTI designation would be an asset.
- Intra provincial travel may occasionally be required.
Salary Range
- $75,000 110,000 annually, in addition to competitive performance bonuses/incentives.
Benefits
- Flexible workstyles, competitive compensation, and benefits package.
- Health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more.
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