Trust Support Associate

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Trust Support Associate

How does the role impact the organization?

Reporting directly to the AVP, Operations, the selected candidate will: play a key role supporting Solus Trust with its various service requirements; work in a dynamic environment within a growing team and business; bring a positive mindset and willingness to help others achieve the overall goals of our growing businesses.

What will your role be responsible for?

• Provide administrative support to the Solus Trust team of professionals that deliver best in class service and support to their clients, internal partners and external stakeholders;
• Support the maintenance and updating of client banking records and other reporting related to service delivery, including transaction importing and bank reconciliation;
• Work collaboratively with Solus Trust associates to ensure bank accounts meet all compliance requirements and that related controls remain in place;
• Assist Trust Officers and their teams with Estate and Trust account administration work as it relates to tasks associated to settling estates and/or ongoing Trust account administration, including bill payments, trust accounting, and statement production;
• Build and maintaining knowledge of the integrated wealth management offering with a focus on the Estate and Trust products, services and procedures;
• Support timely execution of risk and compliance processes to ensure safeguarding of assets, compliance with privacy laws and adherence to policies to act in the best interest of all clients.
  
  

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles and 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.

What do we expect from you?

To qualify for this opportunity you possess:

• 2-3 years of relevant industry experience, with proven knowledge/experience working with or for a Trust Company, Accounting or Financial Services provider, or Investment Dealer;
• Knowledge of trust products, services, and procedures;
• High degree of comfort working with different technology platforms;
• Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the service delivery of our business;
• Commitment to maintaining excellence in service standards to foster credibility and trust with partners and clients, and to build and deepen relationships;
• Membership or commitment to participate in CSI and/or STEP preferred
• Demonstrated general knowledge of investment income slips (T3, T5, T5008, etc.) for personal income tax filing; assisted in preparing and organizing personal tax packages for clients.
• CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
• Proficiency in English and French is preferred.
  
  

Additional Requirements

• Desire to invest into the Trust industry by way of continuing education courses and learning programs.
  
  

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
• Contribute to the continuous evolution of the firm
  
  

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $53,000-63,000 in addition to competitive performance bonuses/incentives

Job

Trust Services

Primary Location

CA-BC-Vancouver-Vancouver

Organization

Operations

Schedule

Full-time

Status

Permanent Full-Time