What is the opportunity?
As a Trust Administrator, Indigenous Wealth, you will help administer a portfolio of Indigenous Trusts, working with each community to help them achieve their goals. You will work closely with Associate trust Officers, Trust Advisors, the Associate Director, as well as a team of trust administrators, and will act as a liaison between the First Nation, investment consultants, investment managers and auditors in order to ensure seamless service to the Nation. You will manage and develop strong relationships with existing and prospective clients, professional advisors, and varying centers of influence.
By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live. We are a team committed to helping clients achieve peace of mind now and for the future.
What will you do?
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Assist Officers in all administrative functions
- Ensure that the trust deeds are implemented in accordance with policies and procedures.
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Ensure all account information on internal systems is up-to-date, complete, and accurate
- Ensure the process for onboarding new business is completed efficiently, and contribute to efforts to streamline the implementation of policy.
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Maintain all written, verbal, and electronic communication with internal and external contacts as well as with clients
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Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
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Understand and follow all RBC processes and policies as required
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Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner
What do you need to succeed?
Must-have
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Minimum of one year of experience in the financial services industry
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Post-secondary education
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Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment
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Intermediate to advanced Microsoft Excel and Word skills
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Exceptional written and verbal communication skills
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Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner
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Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
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Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others
Nice-to-have
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CSI and/or STEP Canada estate and trust related courses
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Successful completion of the Canadian Securities Course (CSC)
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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Leaders who support your development through coaching and managing opportunities
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Ability to make a difference and lasting impact
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Work in a dynamic, collaborative, progressive, and high-performing team
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Opportunities to do challenging work
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Opportunities to take on progressively greater accountabilities
The expected salary range for the above position is $56,000 - 65,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
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Drives RBC’s high-performance culture
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Enables collective achievement of our strategic goals
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Generates sustainable shareholder returns and above market shareholder value
WMRT
Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
Additional Job Details
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
VANCOUVER
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
2024-10-25
2024-11-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.