Trust Administrator

3 weeks ago

Montreal, Quebec, Canada The Royal Trust Company Full time
Job Description

We are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.

Key Responsibilities:
  • Assist Officers in all administrative functions, including account maintenance and client communication.
  • Ensure all account information on internal systems is up-to-date, complete, and accurate.
  • 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.
  • 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?
  • 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.

  • Trust Administrator

    1 month ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    1 week 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 vital 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 functionsEnsure all account...

  • Trust Administrator

    1 month ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • 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 functionsEnsure all...

  • Trust Administrator

    4 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    4 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    2 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job SummaryWe are seeking a highly skilled Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will be responsible for providing timely and accurate support to our valued clients in respect to all aspects of trust administration.Key ResponsibilitiesAssist Officers in all administrative functionsEnsure all account...

  • Trust Administrator

    2 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job SummaryWe are seeking a skilled Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will be responsible for providing timely and accurate support to our valued clients in respect to all aspects of trust administration.Key ResponsibilitiesAssist Officers in all administrative functionsEnsure all account...

  • Trust Administrator

    4 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionAs a Trust Administrator with The Royal Trust Company, you will play a vital role in providing exceptional support to our valued clients. Your primary responsibility will be to administer trust accounts, ensuring timely and accurate processing of transactions. You will also be responsible for maintaining high standards of client service,...

  • Trust Administrator

    4 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionAs a Trust Administrator with The Royal Trust Company, you will play a vital role in providing exceptional support to our valued clients. Your primary responsibility will be to administer trust accounts, ensuring timely and accurate processing of transactions. You will also be responsible for maintaining high standards of client service,...

  • Trust Services Expert

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank. As a key member of our Fiduciary Services team, you will play a critical role in providing expert advice and guidance to our clients.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary Services on various matters...

  • Trust Services Expert

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank. As a key member of our Fiduciary Services team, you will play a critical role in providing expert advice and guidance to our clients.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary Services on various matters...

  • Trust Services Expert

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank. As a key member of our Fiduciary Services team, you will play a critical role in providing expert advice and guidance to our clients.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary Services on various matters...

  • Trust Services Expert

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank. As a key member of our Fiduciary Services team, you will play a critical role in providing expert advice and guidance to our clients.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary Services on various matters...

  • Trust Services Specialist

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank. As a key member of our Fiduciary Services team, you will play a critical role in providing exceptional client service and expertise in trust administration.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary Services on...

  • Trust Services Specialist

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank. As a key member of our Fiduciary Services team, you will play a critical role in providing exceptional client service and expertise in trust administration.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary Services on...

  • Trust Services Specialist

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank Trust. As a key member of our fiduciary services team, you will play a critical role in providing expert advice and guidance to our clients.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary Services (DFS) on various...

  • Trust Services Specialist

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank Trust. As a key member of our fiduciary services team, you will play a critical role in providing expert advice and guidance to our clients.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary Services (DFS) on various...

  • Trust Officer Associate

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the Role:The Associate Trust Officer is responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services at established service quality levels and fee rates in accordance with corporate policy and procedure, the operating document, client needs and current legislation.Key Responsibilities:Provide personalized...

  • Trust Services Specialist

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Trust Services Expert to join our team at National Bank. As a key member of our Fiduciary Services department, you will play a critical role in providing exceptional client service and expertise in trust administration.Key ResponsibilitiesProvide legal advice and recommendations to the Director of Fiduciary...