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Added 6 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
Added 6 mins ago
B
Procurement Buyer
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- Full-time
Experience working with digital systems such as ERP, CRM or MRP platforms
Added 6 mins ago
CI
Business Development Executive (Nuclear)
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- Full-time
Added 6 mins ago
W
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- Full-time
Collaborate cross-functionally to strengthen lead qualification, handoffs, reporting, CRM processes, and sales workflows.
Added 6 mins ago
SC
Regional Category Growth Specialist, COP
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- Full-time
Track activities and results, collaborate on opportunities, and champion the team selling process through use of Salesforce (Sysco's CRM tool)
Added 6 mins ago
OI
Senior Technology Architect
OXARO Inc.
Ottawa, ON
- Contract
5+ years of experience designing and developing solutions leveraging Microsoft Dynamics CRM or Power Platform.
Added 6 mins ago
MI
Technical Sales Specialist - Vehicle Scales
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- Full-time
Actively work to understand our data systems, rules, and areas for improvement in order to improve the quality and completeness of data within the CRM
Added 8 mins ago
Customer Connections Associate
Toronto Hydro
Toronto, ON
…trends and performance within Customer Relationship Management (CRM) and other systems to maintain common database on customer connections…
Added 8 mins ago
AC
Full-time Student Success Specialist (Pembroke)
Algonquin College
Pembroke, ON
- Full-time
Experience using Excel, student-information systems, learning-management systems, CRM platforms, or reporting tools.
Added 11 mins ago
TI
Product Manager
Teckhorizon Inc
Toronto, ON
- Contract
Our Client is seeking an experienced Senior Product Manager with strong enterprise IT project management, Oracle Siebel CRM, Agile delivery, and stakeholder management experience to lead…
Added 11 mins ago
DI
Territory Sales Manager - Ottawa Region
Drake International
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Maintain accurate customer records and sales activities within CRM systems.
Added 14 mins ago
J
Manager, Property Claims – Commercial Damage Insurance
Jobgether
Canada
- Full-time
Professional development: Education assistance for CIP, FCIP, CRM, and other relevant courses.
Added 14 mins ago
MF
Trade Compliance Analyst
Magnet Forensics
Waterloo, Ontario
- Full-time
Added 14 mins ago
MT
Inside Sales Representative
Muir Tapes & Adhesives
Oakville, ON
- $55,000 to $60,000 CAD / year
· Use Epicor as the primary CRM and customer management system.
Added 17 mins ago
L
Senior Murex Integration Specialist (S4C)
Luxoft
Canada
- Full-time
Participate in the business as usual and project support: follow-up of client open cases through email, CRM portal, phone-calls and on-site visits
Added 17 mins ago
KR
AI Architect
KTek Resourcing
Vancouver, BC
- Contract
…Azure, Adobe Workfront, Adobe platform tools, AEM, ACS, and CRM platforms like Microsoft Dynamics…
Added 17 mins ago
EI
Vice President, Business Development - Western Canada
Egis in Canada
Calgary, AB
- Full-time
Ensure the CRM data is updated to reflect Clients with which we have MSA/Standing Offer, or Rosters/Source List, or Retainer/Accord Cadre.
Added 17 mins ago
A
Senior Solutions Designer
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Toronto, ON · Greater Toronto Area, Canada
- Contract
Job Title: RQ11723 - Senior Solutions Designer - CRM
Added 17 mins ago
S
Solutions Marketing Manager
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Toronto, ON
- Full-time
Familiarity with marketing automation tools and CRM systems (including HubSpot).
Added 17 mins ago
MF
Business Intelligence & Data Analyst – Power Platform
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Montreal, QC
- Full-time
Added 17 mins ago
MI
Business Development Specialist
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- Full-time
Actively work to improve the quality and completeness of data within the CRM while utilizing the tool to manage all aspects of the sales process and pipeline for their territory.
Added 17 mins ago
A
Employer Liaison/Coach
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- Full-time
Work with the project team to conduct program evaluations at key points/milestones and collate and maintain program statistics and narrative information in Achēv’s CRM database.
Added 22 mins ago
VS
Internship in Data/Insights Analysis
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- Volunteer
Inputting highly accurate insight analysis into our CRM database and also externally to clients via appropriate charts / graphs
Added 22 mins ago
HM
Vice President of National Accounts
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- Full-time
Maintain accurate pipeline tracking, activity reporting, and timely updates in the CRM and sales reports
Added 22 mins ago
HH
Vice President of Commercial Sales
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- $130,000 to $150,000 CAD / year
- Full-time
Implement automation, AI and CRM/SDC tools to improve sales productivity, forecasting and customer engagement.

Raymond James

Trust Administrator

Vancouver, BC, Canada

Full-time

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Job details

Job type: Full-time
Experience: Minimum of 1 year of relevant industry experience;
Posting language: English
Posted: Oct 13, 2026

Original job description

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

Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. STC provides personal estate, trust, and agency services to clients of RJL, its correspondent services clients as well to clients referred externally via Centers of Influence and other financial institutions.

Trust Administrator

How does this role impact the organization?

Working within the Trust Services Team, the Trust Administrator will report to the AVP, Trust Operations. You are an experienced and trusted administrative support associate able to work in a dynamic environment within a growing team and business. You have strong client servicing abilities and are able to support a team of professionals. You work collaboratively with various business units and are able to navigate technology to support the administrative functions and duties of your mandate. You bring a positive mindset to the work you do and are willing to support and help others to achieve the overall goals of our growing trust business.

What will your role be responsible for?

Work collaboratively with all members of the ST team to deliver best in class service and support to our clients, internal partners, and external stakeholders;
Understand and follow all ST processes and policies as required;
Work in close collaboration with Senior Trust Officers & Trust Officers to provide administrative account and client support;
Maintain and update of all account and client records, files, and communication;
Provide timely and accurate administrative support for the ongoing administration of a book of fiduciary and agency accounts;
Responsible for the on-boarding of all new trust company accounts to ensure the accounts are set up according to policy and procedure;
Support audits and compliance reviews as required; and
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 our clients.
Support our Estate & Trust Solutions Team with Will Bank administrations and new client onboarding; and
Other duties and projects as assigned

What can you expect from us?

Our most important investment is in people. Upon eligibility, RJL offers flexible workstyles, 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?

An ability and the desire to deliver best in class client service;
Proven ability to work in a dynamic work environment with competing priorities while maintaining accountability to deliver on established goals and metrics;
Demonstrated ability to build relationships and deepen partnerships;
High degree of comfort working with different technology platforms (CRM platform experience), ability to learn quickly, and adapt to change within the operational framework;
Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the service delivery of our business;
Post-secondary degree in a related field of study and/or paralegal diploma
Minimum of 1 year of relevant industry experience;
Commitment to participate in the STEP professional development program (or current member);
Ability to travel locally from time to time to support business needs and client meetings.
Demonstrated experience working with high net worth clients asset
Knowledge/experience working with/ for a trust company is an asset; and
Professional and/or industry accreditation would be an asset.

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

Salary Range: $50,000 - 75,000 annually, in addition to competitive performance bonuses / incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Solus Trust – 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 part of our people-first culture. Our company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Solus Trust we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. 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.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

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More about this job

Responsibilities

The Trust Administrator will provide administrative support for fiduciary and agency accounts while collaborating with the Trust Services team to ensure compliance and service excellence. Responsibilities include managing client records, facilitating account onboarding, and supporting audits to safeguard assets.

Requirements

Candidates must possess a post-secondary degree or paralegal diploma and at least one year of relevant industry experience. Strong proficiency in CRM platforms and a commitment to professional development, such as the STEP program, are required.

Skills

Trust administration
Client servicing
Account management
Compliance
Risk management
CRM platform
Data entry
Record keeping
Estate planning
Financial services
Administrative support
Communication
Relationship building
Problem solving
Attention to detail

Benefits

Health benefits
RRSP matching program
Employee stock purchase plan
Paid time off
Volunteer days
Discretionary bonuses
Tuition reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Trust Administrator
Wealth Management
Estate Services
Fiduciary
Agency Accounts
Compliance
Privacy Laws
CRM
Paralegal
STEP
Audits
Risk Management
Client Onboarding
Will Bank
Financial Institutions
Investment Dealer
Administrative Support
Account Records
High Net Worth
Professional Development

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