Trust Administrator, Indigenous Wealth
City : WINNIPEG, Manitoba, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
What is the opportunity?
As a Trust Administrator, Indigenous Wealth, you will help administer a portfolio of Indigenous Trusts, working with each community to help them achieve their goals. You will work closely with Associate trust Officers, Trust Advisors, the Associate Director, as well as a team of trust administrators, and will act as a liaison between the First Nation, investment consultants, investment managers and auditors in order to ensure seamless service to the Nation. You will manage and develop strong relationships with existing and prospective clients, professional advisors, and varying centers of influence.
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.
Although there may not be immediate openings for this role today, we are always looking for the best and brightest talent and welcome the opportunity to speak to interested candidates.
What will you do?
Assist Officers in all administrative functions
· Develop proactive strategies for our Indigenous communities to ensure that the trust deeds are implemented in accordance with policies and procedures.
Ensure all account information on internal systems is up-to-date, complete, and accurate
· Ensure the process for onboarding new business is completed efficiently, and contribute to efforts to streamline the implementation of policy.
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?
Minimum of one year of experience in the financial services industry
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
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
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.