Senior Trust Officer/Trust Officer
2 weeks ago
Job Description
As a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a vital role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of estate and trust services. You will be responsible for building and maintaining relationships with clients, beneficiaries, and co-trustees, while identifying opportunities to enhance customer loyalty and referring clients to appropriate professionals across the RBC network.
Key Responsibilities
- Manage a portfolio of trust accounts, ensuring effective administration and timely resolution of client issues.
- Build and maintain strong relationships with clients, beneficiaries, and co-trustees, providing superior client service and comprehensive fiduciary solutions.
- Identify opportunities to enhance customer loyalty and refer clients to appropriate professionals across the RBC network.
- Develop and maintain strong working relationships within Royal Trust Services and with RBC partners, demonstrating ability to balance client, employee, and shareholder needs.
- Proactively maintain timely written, verbal, and electronic communication with clients and key internal partners and contacts.
- Ensure the process for new business is efficient and seamless to the client and client's professional advisor.
- Take ownership and accountability for efficient client problem resolution, maintaining awareness of opportunities to determine areas of operational risk or potential losses.
- Assist in ensuring employees within the team are able to achieve their potential through effective coaching, mentoring, communication, and training and development activities to meet client needs.
Requirements
- A minimum of 3-5 years in a similar role.
- Successful completion of the Canadian Securities Course.
- University Degree or equivalent.
- Extensive knowledge and ability to communicate with clients about general investment, estate, financial, trust, taxation issues, including economic conditions.
What's in it for you?
- 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 and geographies.
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