Trust Administrator, Indigenous Wealth

1 month ago

Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As a Trust Administrator, Indigenous Wealth, you will help administer a portfolio of Indigenous Trusts, working closely with each community to help them achieve their goals. You will work with Associate trust Officers, Trust Advisors, the Associate Director, and a team of trust administrators to ensure seamless service to the Nation. You will develop and maintain strong relationships with existing and prospective clients, professional advisors, and centers of influence.

By joining RBC Royal Trust, you will have a direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live. We are a team committed to helping clients achieve peace of mind now and for the future.

Key Responsibilities

  • Assist Officers in all administrative functions
  • Ensure that trust deeds are implemented in accordance with policies and procedures
  • Ensure all account information on internal systems is up-to-date, complete, and accurate
  • Contribute to efforts to streamline the implementation of policy
  • Maintain all written, verbal, and electronic communication with internal and external contacts as well as with clients
  • Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
  • Understand and follow all RBC processes and policies as required
  • Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner

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
  • Intermediate to advanced Microsoft Excel and Word skills
  • Exceptional written and verbal communication skills
  • 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's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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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