Trust Officer

Found in: beBee S CA - 2 weeks ago

Ottawa, Canada RBC - Royal Bank Full time

Job Summary

Job Description

As Trust Officer you will be responsible for retaining and growing the book of business, as well as dealing with client issues of varying complexity and ensuring the delivery of quality client service. In this dynamic role, you are expected to develop client relationships, deliver quality client service and identify clients' needs as well as provide solutions through the sale or referral of RBC products and services.

What is the opportunity?

  • Responsible for the timely and efficient administration of estates while providing a superior client experience
  • Responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the officer's book of estates
  • While maintaining an effective level of communication with key team players, you will continue to deliver an optimal customer service experience
  • Promote Royal Trust (RT) Services to the RBC Financial Planning Network by identifying client needs and provide solutions through the sale of RT Services
  • Ensure that clients strategic objectives are met; review and document a client action plan for each unique situation
  • Responsible for executing nationally consistent activities to promote and raise awareness of RT's offerings
  • Maintain an ongoing pipeline of new business opportunities for RT. Identifying new business and referral opportunities for RBC Wealth Management & RBC through existing relationships
  • Using your ability to partner successfully with internal and external clients, you will endeavor to meet and exceed key objectives

What do you need to succeed?

Must Have

  • University Degree or equivalent
  • 1-3 years of experience in the estate and trust industry with strong knowledge of estate and related administration
  • Completion of STEP Canada's CETA program or currently enrolled
  • Ability to travel within area
  • Demonstrated ability in managing family dynamics during the grieving process
  • Bilingual (English/French)

Nice to Have

  • 1- 3 years of proven sales experience, including funnel management, tools and tracking

What's in it for you?

We thrive on the challenge to be our best with progressive thinking to keep growing and working together to deliver trusted advice to help our clients. We care about each other, reaching our greatest 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 and commissions
  • Leaders who support your development through coaching and mentoring opportunities
  • Ability to make a difference and a lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Additional Job Details

Address:

90 SPARKS ST:OTTAWA

City:

OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-01-16

Application Deadline:

2024-04-30

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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