Raymond James Financial, Inc

Senior Trust Officer

Raymond James Financial, Inc • $105K — $125K *
Vancouver, BC V5K 5J9In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Minimum 5 years of estate and trust industry experience
  • Experience managing estate, trust, and power of attorney accounts
  • Familiarity with HNW clients and their wealth advisors
  • Exceptional critical thinking and analytical skills
  • In-depth knowledge of estates, trusts, and powers of attorney for property laws
  • Possession of a university degree or equivalent
  • Excellent written and verbal communication skills
  • Intra-provincial travel may occasionally be required.

Responsibilities

  • Build strategic relationships with COIs such as lawyers and accountants
  • Act in the best interest of clients for account administration
  • Ensure timely and professional administration of complex estate and trust accounts
  • Exercise discretion in will and trust agreements for clients
  • Manage account-owned corporations, including financial coordination
  • Collaborate with Compliance, Operations, and Legal teams for issue resolution
  • Participate in audit activities related to account administration
  • Contribute to the creation and implementation of policies and procedures.

Benefits

  • Flexible workstyles
  • Health Benefits
  • RRSP Matching Program
  • Employee Stock Purchase Plan
  • Paid Time Off and Volunteer Days
  • Discretionary Bonuses
  • Tuition Reimbursement
  • Support for internal promotion and community involvement.
Full Job Description
Senior Trust Officer

How does the role impact the organization?

Working within the Trust Operations Team the Senior Trust Officer, will report to the Associate Vice- President, Trust Operations. You are a goal-oriented team player capable of managing a book of estate and trust accounts, while acting as a role model to the Trust Officers and 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.

What will your role be responsible for?

  • Build strategic relationship with COIs including lawyers, accountants, 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;
  • Always act in the best interest of the clients to provide the appropriate level of service and guidance to prospective clients and their families on all aspects of account (fiduciary and agent) administration;
  • Provide delivery/oversight of timely, accurate, and professional administration of complex estate, trust, and power of attorney accounts, as well as fee-based estate, trustee, and power of attorney support services;
  • Properly exercise the discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST has been granted authority;
  • Manage account-owned corporations, which may include director's resolutions, shareholders' meetings, coordinating the preparation of financial statements, etc.;
  • Act in accordance with ST policy and procedure and ensure that all new business is reviewed and approved according to policy;
  • Collaborate with Compliance, Operations, Legal, and other related lines of business to resolve system, administrative, risk management, and legal issues pertaining to account administration;
  • Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required;
  • Participate in the review and discussion of discretionary decisions on behalf of ST; and
  • Participate in the creation, modification, and the implementation of policy and procedures where required.


What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation, and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and many more! We also support internal promotion and community involvement.

Qualifications:

What do we expect from you?

  • Minimum 5 years of estate and trust industry experience;
  • Demonstrated experience in effectively managing estate, trust, and power of attorney accounts is highly desirable and considered an asset for this role;
  • Experience working with HNW clients and their wealth advisors;
  • 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;
  • Possession of a university degree or equivalent;
  • Excellent written and verbal communication skills; and
  • Intra-provincial travel may occasionally be required.


Licenses/Certifications

  • Membership with the Society of Estate & Trust Practitioners (STEP), TEP designation.


We encourage our associates at all levels to:

  • Grow professionally and inspire others to do the same;
  • Work with and through others to achieve desired outcomes;
  • Make prompt, pragmatic choices and act with the client in mind;
  • Take ownership and hold themselves and others accountable for delivering results that matter; and
  • Contribute to the continuous evolution of the firm


Salary Range: $105,000 - 125,000 annually, in addition to competitive performance bonuses/incentives

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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