Associate Trust Officer
Vancouver, BCRaymond James Ltd.
2+ YOECandidates need at least two years of estate and trust industry experience, ideally managing estate, trust and power of attorney accounts for high-net-worth clients. They need strong analytical and communication skills and in-depth knowledge of estate, trust and power of attorney laws. A university degree is required, and a STEP or MTI designation is an asset.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Estate Planning Coordinator
Vancouver, BCRaymond James Ltd.
2+ YOECandidates need a postsecondary diploma or degree in business administration, legal administration, finance, accounting or wealth management, or an equivalent mix of education and experience. They also need at least two years of administrative or client-service experience in financial or legal services, strong organization, and professional English.
Microsoft Office, Excel, client databases, document-management systems, reporting tools