Estate Planning Coordinator

Solus Trust Company 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. ST provides personal estate, trust and agency services to clients of Raymond James Ltd, it’s correspondent services clients as well to clients referred externally via Centers of Influence (COIs) and other Financial Institutions.

Estate Planning Coordinator

(Vancouver, BC)

How does the role impact the organization?

The Estate Planning Coordinator, Western Region, manages the day-to-day administration and integrity of the Solus Trust client will bank. Reporting to the AVP, Estate & Trust Solutions, the Coordinator maintains records and original documents, supports clients, advisors and centers of influence (COIs) with both inbound and outbound service activities and key initiatives.

Will Bank Administration

• Manage the client will bank, including the onboarding, maintenance, review and closure of client records.
• Receive, review, record and process estate planning documents and correspondence from clients, advisors, lawyers and other COIs.
• Maintain complete, current electronic and physical files, including appointment details, document status, contact information and follow-up requirements.
• Monitor the will bank pipeline and scheduled follow-ups, and complete file-closing procedures when Solus Trust is no longer named or a matter is not proceeding.

Client and Partner Service

• Provide acknowledgements, status updates and responses to clients, advisors and COIs, and coordinate follow-up when information or documentation is outstanding.
• Prepare clear, professional correspondence for clients, advisors, lawyers and other COIs.
• Proactively manage outbound outreach to partners, advisors and clients to maintain relationships and ensure client documents and files remain current.
• Coordinate with the Estate & Trust Solutions team, Trust Operations and other internal partners to deliver a consistent service experience.

Records, Controls and Safekeeping

• Maintain the secure custody and accurate inventory of original estate planning documents held in the vault in accordance with established controls and procedures.
• Complete periodic file and vault reviews, reconcile records with documents held, and promptly address or report discrepancies.
• Escalate incomplete, time-sensitive, higher-risk or judgment-based matters as appropriate.

Reporting and Process Improvement

• Prepare regular reports on will bank activity, file status, outstanding requirements, document receipt and service measures to support oversight of the Western Region portfolio.
• Identify and support opportunities to improve will bank processes, record quality, reporting and service delivery.
• Works collaboratively with other markets
• Other duties as assigned

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd 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.

Solus Trust Company 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. ST provides personal estate, trust and agency services to clients of Raymond James Ltd, it’s correspondent services clients as well to clients referred externally via Centers of Influence (COIs) and other Financial Institutions.

Estate Planning Coordinator

(Vancouver, BC)

How does the role impact the organization?

The Estate Planning Coordinator, Western Region, manages the day-to-day administration and integrity of the Solus Trust client will bank. Reporting to the AVP, Estate & Trust Solutions, the Coordinator maintains records and original documents, supports clients, advisors and centers of influence (COIs) with both inbound and outbound service activities and key initiatives.

Will Bank Administration

• Manage the client will bank, including the onboarding, maintenance, review and closure of client records.
• Receive, review, record and process estate planning documents and correspondence from clients, advisors, lawyers and other COIs.
• Maintain complete, current electronic and physical files, including appointment details, document status, contact information and follow-up requirements.
• Monitor the will bank pipeline and scheduled follow-ups, and complete file-closing procedures when Solus Trust is no longer named or a matter is not proceeding.

Client and Partner Service

• Provide acknowledgements, status updates and responses to clients, advisors and COIs, and coordinate follow-up when information or documentation is outstanding.
• Prepare clear, professional correspondence for clients, advisors, lawyers and other COIs.
• Proactively manage outbound outreach to partners, advisors and clients to maintain relationships and ensure client documents and files remain current.
• Coordinate with the Estate & Trust Solutions team, Trust Operations and other internal partners to deliver a consistent service experience.