Job Description
Discover a rewarding career as a Trust Officer with Solus Trust, a Raymond James affiliate. Bring your expertise in estate management to support high-net-worth clients.
As a Trust Officer, you play a crucial role within the Trust Services Team, overseeing estate and trust accounts with a strong focus on client satisfaction. Your responsibilities include managing inquiries, collaborating with compliance and operations, and ensuring adherence to regulations. Building strategic relationships with COIs will also be key to success in this role.
Key Responsibilities:
• Manage fiduciary and agency accounts expertly
• Resolve partner and client inquiries efficiently
• Collaborate with compliance and legal teams
• Participate in audits related to account governance
• Foster relationships with financial industry professionals
Requirements:
• 3 years' experience in trust and estate management
• Solid background with high-net-worth individuals
• Strong analytical s...
As a Trust Officer, you play a crucial role within the Trust Services Team, overseeing estate and trust accounts with a strong focus on client satisfaction. Your responsibilities include managing inquiries, collaborating with compliance and operations, and ensuring adherence to regulations. Building strategic relationships with COIs will also be key to success in this role.
Key Responsibilities:
• Manage fiduciary and agency accounts expertly
• Resolve partner and client inquiries efficiently
• Collaborate with compliance and legal teams
• Participate in audits related to account governance
• Foster relationships with financial industry professionals
Requirements:
• 3 years' experience in trust and estate management
• Solid background with high-net-worth individuals
• Strong analytical s...