Trust Administrator

4 weeks ago

Montreal, Quebec, Canada The Royal Trust Company Full time
Job Description

As a Trust Administrator with The Royal Trust Company, you will play a vital role in providing exceptional support to our valued clients. Your primary responsibility will be to administer trust accounts, ensuring timely and accurate processing of transactions. You will also be responsible for maintaining high standards of client service, quality control, and operational efficiency.

Key Responsibilities
  • Administer trust accounts, ensuring accurate and timely processing of transactions
  • Maintain high standards of client service, quality control, and operational efficiency
  • Investigate and resolve client inquiries and administrative errors
  • Understand and follow all company processes and policies
  • Respond to client calls in a professional manner, addressing inquiries and concerns
Requirements
  • Minimum of one year of experience in the financial services industry
  • Post-secondary education
  • Successful completion of STEP Canada's Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment
  • Advanced proficiency in Microsoft 365 apps (Word, Excel, and Outlook)
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
  • Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner
  • Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
  • Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others
What We Offer
  • 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
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities

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