Trust Administrator

2 weeks ago

Montreal, Quebec, Canada The Royal Trust Company Full time

Job Opportunity:

We are seeking a skilled Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing timely and accurate support to our valued clients in respect to all aspects of trust administration.

Key Responsibilities:

  • Assist Officers in all administrative functions
  • Ensure all account information on internal systems is up to date, complete, and accurate
  • Maintain all written, verbal, and electronic communication, as required, 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
  • 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
  • Advanced proficiency in Microsoft 365 apps (Word, Excel, and Outlook)
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
  • 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 offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities, and you will have the ability to make a difference and lasting impact in the lives of our clients.

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