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Trust Officer Associate
2 months ago
Job Summary
We are seeking a highly skilled and experienced Trust Officer Associate to join our team at Royal Bank of Canada. As a key member of our fiduciary services team, you will be responsible for providing exceptional client service and ensuring compliance with all banking regulations, policies, and procedures.
Key Responsibilities
- Manage and administer estate, trust, and protection mandate accounts
- Develop and implement proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
- Ensure client strategic objectives are known and reviewed, and a documented client action plan is set up customized to the client's unique situation
- Identify and pursue referral opportunities to appropriate professionals across the RBC network
- Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors
- Take ownership and accountability for efficient client problem resolution
- Responsible for overall client relationship management and acting as the representative of the client portfolio
- Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities
Requirements
- 2 - 4 years of related experience
- College or Undergraduate degree
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
About Us
Royal Bank of Canada is a leading financial institution committed to helping our clients achieve peace of mind now and for the future. We are a team of dedicated professionals who are passionate about delivering exceptional client service and making a positive impact in our communities.