Senior Trust Officer/Trust Officer

4 weeks ago

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

Job Description

As a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.

Key Responsibilities

  • Build and maintain strong relationships with clients, beneficiaries, and co-trustees to ensure effective administration of trust accounts.
  • Create customized client action plans to meet client needs and goals.
  • Identify referral opportunities to other professionals within the RBC network.
  • Develop and maintain strong working relationships with internal partners and contacts.
  • Proactively communicate with clients and key stakeholders to ensure timely and effective issue resolution.
  • Ensure the process for new business is efficient and seamless for clients and their professional advisors.
  • Take ownership and accountability for client problem resolution and overall client relationship management.
  • Maintain awareness of operational risks and recommend action plans to address and correct issues.
  • Assist in ensuring employees within the team are able to achieve their potential through effective coaching, mentoring, and training.

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 of general investment, estate, financial, trust, and taxation issues.

What's in it for you?

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • The ability to make a difference and lasting impact.
  • A dynamic, collaborative, and high-performing team environment.
  • Flexible work/life balance options.
  • Opportunities to do challenging work and take on progressively greater accountabilities.
  • Access to a variety of job opportunities across business and geographies.

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