National Account Support Specialist

1 month ago


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

We are seeking a highly skilled and detail-oriented National Account Support professional to join our team at The Royal Trust Company.

Job Summary

The successful candidate will provide exceptional client service, support, and administrative assistance to our National Account team. This role requires strong organizational skills, attention to detail, and the ability to work effectively in a team-oriented environment.

Key Responsibilities
  • Prepare estate asset summary documents and tax preparation
  • Assist in account distribution and asset administration
  • Provide timely and accurate communication with internal and external contacts
  • Build summaries of estate assets using proprietary software
  • Collect and consolidate client assets in a timely manner
  • Resolve inquiries and troubleshoot issues independently
  • Ensure administrative tasks are completed accurately and efficiently
Requirements
  • Post-secondary education or equivalent
  • 3 years of administration experience
  • General working knowledge of the financial services and securities industries
  • Bilingualism (English and French) required
  • Ability to work effectively with others and be perceived as a professional business partner
  • Technological literacy, especially with Microsoft Excel, Word, and Mail Merge
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • 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 take on progressively greater accountabilities
About Us

The Royal Trust Company is a leading provider of financial services and wealth management solutions. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.



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