What is the opportunity?
As a Trust Administrator, you will provide timely and accurate support to our valued clients in respect to all aspects of trust administration. You will effectively administer trust accounts and assist with client queries while maintaining high standards of client service, quality control, and operational efficiency.
Job Description
What is the chance?
As a Trust Administrator, you will provide timely and accurate support to our valued clients in respect to all aspects of trust administration. You will effectively administer trust accounts and assist with client queries while maintaining high standards of client service, quality control, and operational efficiency.
By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live. We are a team committed to helping clients achieve peace of mind now and for the future.
Please visit: https://royaltrust.rbcwealthmanagement.com for more information.
What will you do?
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 as required
Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner
What do you need to succeed?
Must-have
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
Intermediate to advanced Microsoft Excel and Word skills
Exceptional written and verbal communication skills
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
Nice-to-have
CSI and/or STEP Canada estate and trust related courses
Successful completion of the Canadian Securities Course (CSC)
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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
WMRT
Job Skills
Adaptability, Administrative Support, Banking, Communication, Critical Thinking, Customer Relationships, Customer Service Management, Data Entry, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Office Administration, Operational Delivery, Regulations, Time Management, Trust Accounts, Trust Operations Management, Word Processing Software
Additional Job Details
Address:
10111 104 AVE NW:EDMONTON
City:
Edmonton
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
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📌 Trust Administrator (Alberta)
🏢 RBC
📍 Alberta