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.

Senior Analyst, Trust Operations

How does the role impact the organization?

Reporting to the VP, Trust Operations, the Senior Analyst will work with all functional areas of Solus Trust Company, including Trust Services, Back Office Trust Support, Estate & Trust Solutions, Compliance and Finance, to support and implement process improvements, automation and provide business insights using data analytics. The Senior Analyst will help formulate and implement technical solutions to strategic and business objectives utilizing internally approved applications.

What will your role be responsible for?

• Managing the data integrity of our books and records system (TNET) to ensure up-to-date completeness and accuracy;
• Translating data into valuable insights which are actionable and lead to business decisions, reduced costs and improved operational efficiencies;
• Ensuring client reporting is delivered in a timely, complete and accurate manner by working collaboratively with Trust Services and Back Office Trust Support teams;
• Tracking financial information to assist Finance with monthly, quarterly and annual reporting;
• Coordinating and delivering on audit requests;
• Building technical solutions utilizing Microsoft suite and approved IT tools to create process improvements and automation within Trust Operations;
• Utilizing technical knowledge, analytical skills and creative thinking to make recommendations for technology solutions to efficiency issues;
• Creating training materials and assisting with the delivery of training to end-users for process improvements and new tools;
• Work closely with Solus Trust leadership to ensure the successful implementation and delivery on key operational projects;
• Creating and maintaining documentation used for process implementation; and
• 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.

What do we expect from you?

To qualify for this opportunity you possess:

• Strong ability to understand relational database systems and be able to create and edit queries for internal reporting;
• Keen to maintain accurate databases;
• Thorough understanding of accrual accounting and bank reconciliations to assist with revenue reporting and budgets;
• Ability to work with multiple departments and independently manage work priorities;
• Able to prioritize work and see internal projects through to completion including documentation;
• Desire to work in a team environment and provide mentorship to others on technical skills;
• Keen interest in discovering potential technology and applying technology for the innovation of business processes and providing business insights;
• Ability to work collaboratively with all members of the Solus Trust team to deliver best in class service and support to our clients, internal partners and external stakeholders;
• Strong presentation and writing skills;
• Detail and analytically-oriented with the ability to see the bigger picture;
• Accounting or bookkeeping experience is an asset;
• Reliable and dependable.

Educational/ Previous Experience Requirements

• Bachelor’s degree in a related field (ie. Commerce, Finance, Accounting, Data Sciences etc);
• Excellent Excel skills;
• High-level data analytical skills including building queries and reports;
• Proficiency in business process concepts (i.e. workflow diagrams/ process mapping techniques, documentation of processes);
• Subject matter expertise in business operational functions of a financial services organization is an asset;

• Accounting or bookkeeping experience is an asset; and
• TNET, Microsoft Dynamics and Sharepoint experience is an asset but not required.

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

At Raymond James – 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 people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James 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.

Salary Range: BC (based on Education, Work Experience, etc) $80,000-88,000 in addition to competitive performance bonuses/incentives.