Estate and Trust Service Manager

4 weeks ago


MONTRÃAL, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

To supervise and provide leadership for a team supporting time sensitive, complex exception-based and/or highly specialized processes. Incumbent will hire, onboard, and train new team members. Incumbent will provide training, coaching, recognition and development for team members, foster teamwork and planning for succession. In addition, this position supports escalated complex customer service situations, completes process oversight, provides new initiative/process implementation support, and maintains accurate department procedures/reference materials. Incumbent must understand regulatory and organizational risks associated with work processes, how work is processed from beginning to end, and dependencies to other areas and departments.

What will you do?

  • Incumbent will hire, onboard, and train new team members.
  • Incumbent will provide training, coaching, recognition and development for team members, foster teamwork and planning for succession. In addition, this position supports escalated complex customer service situations, completes process oversight, provides new initiative/process implementation support, and maintains accurate department procedures/reference materials.
  • Incumbent must understand regulatory and organizational risks associated with work processes, how work is processed from beginning to end, and dependencies to other areas and departments.
  • Incumbent will address escalated questions independently; seeking assistance from Manager or other Operations resources as appropriate.
  • Position contains increased elements of risk which are managed through operational reviews, system checks, and adherence to procedures

What do you need to succeed?

Must-have

  • Fully bilingual in French and English
  • 4-year degree from an accredited university or equivalent or High school diploma or equivalent AND
  • 3+ years prior securities, banking, technology and/or job specific related industry experience
  • 2+ years demonstrated and sound managerial experience leading and managing a team

Nice-to-have

  • Strong interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management.
  • Sound organizational knowledge with operational mindset; including products, processes, systems and regulatory and/or client needs
  • Advanced problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
  • Ability to work effectively in situations involving rapid change, shifting priorities, and/or simultaneous demands.

Whatâs 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.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities  
  • Access to a variety of job opportunities across business

Job Skills

Active Learning, Adaptability, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÃAL

City:

MONTRÃAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-31

Application Deadline:

2024-06-14

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.
âââââââ
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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.


  • Trust Administrator

    1 month ago


    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Trust Administrator with RBC Royal Trust, you will provide timely and accurate support to our valued clients in respect to all aspects of trust administration. You will effectively administer trust accounts and assist with client queries while maintaining high standards of client service, quality...

  • Trust Administrator

    4 weeks ago


    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Trust Administrator with RBC Royal Trust, you will provide timely and accurate support to our valued clients in respect to all aspects of trust administration. You will effectively administer trust accounts and assist with client queries while maintaining high standards of client service, quality...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Tax Officer, you will assist RBC Royal Trust relationship managers by providing efficient, accurate, and quality client service. Key client service elements include preparing estate asset summaries and preparing estate income tax returns. The Tax Officer will also assist and support relationship mangers...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The National Account Support team specializes in assisting Royal Trust relationship managers by providing efficient, accurate, and quality client service. Key client service elements include preparing estate asset summary documents, tax preparation, account distribution, and asset administration. You will...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The National Account Support team specializes in assisting Royal Trust relationship managers by providing efficient, accurate, and quality client service. Key client service elements include preparing estate asset summary documents, tax preparation, account distribution, and asset administration. You will...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new policy applications, and servicing of in-force policies. Your role on the team is to ensure new business is...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description*** Candidates must offer mobility in the following business centers: Place Ville Marie, West of Montreal, West Island of Montreal ***What is the opportunity?Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the Opportunity?The Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provides...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?You are an officer within our Credit Management and Recoveries team acting as an RBC ambassador delivering an exceptional client experience by offering financial advice & payment solutions during their time of need. You champion the RBC brand and provide support to our clients as they interact with us in a...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • Montréal (St-Laurent ), Canada CAE Full time

    Role and...


  • Montréal (St-Laurent ), Canada CAE Full time

    Role and...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of business practices related to RBC DS discretionary programs (A+ and PIM). You...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of business practices related to RBC DS discretionary programs (A+ and PIM). You...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As Manager, Practice Enablement, your role is critical in enabling RBC Phillips, Hager & North Investment Counsel Inc. (PH&N IC) sales support and field sales staff to deliver an exceptional and personal client experience. You will lead, coach, develop, and enable the sales support teams working alongside...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As Director, Commercial Financial Services (CFS) Finance, you are part of a team of client-facing credit professionals aligned to our large commercial client segment within CFS, defined as commercial clients with annual sales revenue between $25MM and $100MM.  You play a key role in realizing our business...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Bilingual Client Relations Manager, you will be directly supporting employees by leading team meeting objectives and related activities to achieve superior client experience, optimal business retention, profitable growth and productivity. You will be providing superior coaching, leadership and...


  • MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description*** This career opportunity is for candidates expressing interest in working in the Greater Montreal region ***What is the opportunity?You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises.  You are RBC’s...