Associate Trust Officer
Vancouver, BCRaymond James Ltd.
2+ ansCandidates 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+ ansCandidates 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
Administrative Assistant (evergreen)
Victoria, BCRaymond James Ltd.
2+ ansCandidates need at least 2 years of administrative experience and post-secondary education. They must know Microsoft Office and social media, be detail-oriented and organized, and be able to manage several deadlines. The Canadian Securities Course and CRM experience are assets.
Internet Explorer, CRM software, Facebook, LinkedIn, Twitter, Instagram
Licensed Sales Assistant (evergreen)
Vancouver, BCRaymond James Ltd.
3+ ansCandidates need post-secondary education, at least 3 years of industry experience, and investment representative licensing. Strong attention to detail, client service, Microsoft Office and knowledge of account opening, registered accounts and compliance are needed.
Microsoft Office, Salesforce, LinkedIn, CRM software