Senior Trust Officer/Trust Officer

4 weeks ago

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

Job Summary

We are seeking a highly skilled and experienced Fiduciary Services Professional to join our team at Royal Trust Corporation of Canada. As a Senior Trust Officer, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of our Estate and Trust Services business.

Key Responsibilities

  • Build and maintain strong relationships with clients, beneficiaries, and co-trustees to ensure effective administration of trust accounts.
  • Provide comprehensive fiduciary solutions that meet client needs and goals, including creating customized client action plans.
  • Identify referral opportunities to other professionals within the RBC network and develop strong working relationships with Royal Trust Services and RBC partners.
  • 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 clients and their professional advisors.
  • Take ownership and accountability for efficient client problem resolution and maintain 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.

Requirements

  • A minimum of 3-5 years of experience 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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