Senior Trust Officer

1 month ago


Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time
Job Description

As a Senior Trust Officer with RBC Royal Trust, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.

Key Responsibilities
  • Build and maintain relationships with clients, beneficiaries, and co-trustees to ensure effective administration of trust accounts.
  • Create comprehensive fiduciary solutions that meet client needs and goals, providing superior client service and ensuring timely and accurate administration.
  • Develop and maintain strong working relationships within Royal Trust Services and with RBC partners, balancing the needs of clients, employees, and shareholders.
  • Proactively maintain timely written, verbal, and electronic communication with clients and key internal partners and contacts.
  • Identify referral opportunities to appropriate professionals across the RBC network and develop strategies to leverage RBC's capabilities to enhance client relationships.
  • Assist in ensuring employees within the team are able to achieve their potential through effective coaching, mentoring, communication, and training and development activities.
Requirements
  • A minimum of 3-5 years of experience in a similar role, with a strong understanding of trust and estate services.
  • Successful completion of the Canadian Securities Course and a university degree or equivalent.
  • Extensive knowledge of general investment, estate, financial, trust, and taxation issues, including economic conditions.
What's in it for you?
  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • The ability to make a difference and lasting impact in the lives of clients and communities.
  • A dynamic, collaborative, progressive, and high-performing team environment.
  • Flexible work/life balance options and opportunities to take on progressively greater accountabilities.


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