Trust Officer – Trusts and Estates
As a boutique independent firm specializing in individual and corporate Finance, Trusts and Estates, our client is growing quickly and looking to add a Trust Officer to their team in Vancouver. With growing demands in this service area, this is an exciting opportunity for someone who is interested in a career in Trusts, where you will be building and managing a portfolio of clients’ estate, trusts and agency accounts. If you are interested in a growing industry, an opportunity to join a growing firm providing clients important services, have exceptional customer service and relationship skills, this can be the perfect career for you.
Responsibilities:
- Build relationships with existing clients and manage their accounts and needs
- Identify new opportunities and build relationships with partners to develop new business
- Responsible to manage client requirements around trust, power of attorney, probates, executorship, wills etc.
- Identify emerging trends, challenges and technological developments that may impact business
- Work with and build internal and external relationships to support clients needs
- Maintain operational and administrative responsibilities
- Develop a solid understanding of client requirements and create and maintain comprehensive advice plans to meet their needs
Qualifications:
- Post-secondary education with a concentration on Business or Finance preferred
- Minimum of 3+ years experience in finance related industry servicing clients needs
- Experience in working in trusts, wills and estates an asset
- Working towards or have the Canadian Securities Course, would be an asset
- Have or working towards the TEP (Trust and Estate Practitioner) designation an asset
- Strong attention to detail and highly organized
- Excellent communication and presentation skills
- Strong relationship skills
