Senior Trust Officer/Trust Officer

4 weeks ago


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

We are seeking a highly skilled and experienced Senior Trust Officer to join our team at Royal Trust Corporation of Canada. As a Senior Trust Officer, you will play a critical 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, ensuring timely and accurate administration of trust accounts.
  • Identify referral opportunities to appropriate professionals across the RBC network and develop strong working relationships within Royal Trust Services and with 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 the client and client's professional advisor.
  • 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 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.
  • The ability to make a difference and lasting impact.
  • A dynamic, collaborative, progressive, 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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