Job opportunity
Estate Planning Coordinator — Will Bank & Client Service
Raymond James Financial
Solus Trust Company, an affiliate of Raymond James Ltd., seeks an Estate Planning Coordinator for the Western Region. You will manage the will bank, support clients, advisors and COIs, maintain records and ensure timely follow-ups.
The role emphasizes strong service, accuracy, and collaboration with internal partners. Requirements include a business/estate-related degree and at least two years of financial services experience, plus proficiency with MS Office and records management.
#J-18808-Ljbffr
Apply on source site The role emphasizes strong service, accuracy, and collaboration with internal partners. Requirements include a business/estate-related degree and at least two years of financial services experience, plus proficiency with MS Office and records management.
#J-18808-Ljbffr