Trust Officer
Trust Officer
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Job Description
Job Summary
Job Description
What is the opportunity
As a Trust Officer you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying growing and retaining a long-term profitable high net worth (HNW) portfolio of clients. By leveraging cross-selling opportunities you will manage and develop strong relationships with existing and prospective clients and centres 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.
What will you do
- Handle estate trust and protection mandate accounts
- Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
- Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
- Ensure client strategic objectives are known and reviewed and a documented client action plan is set up customized to the clients unique situation
- Identify any referral opportunities to appropriate professionals across the RBC network
- Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors
- Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution
- Responsible for overall client relationship management and acting as the representative of the client portfolio
- Assist and mentor team members in achieving their potential through effective coaching mentoring communication and training and development activities
What do you need to succeed
Must-have
- 2 to 4 years of related experience
- College or Undergraduate degree
- Completion of the Canadian Securities Course (CSC)
Nice-to-have
- Possess or working towards STEP Certification/Designation
- Previous experience or general knowledge of estate and trust related administration
Whats 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
WMRT
Job Skills
Communication Customer Service Management Decision Making Fiduciary Management Group Problem Solving Interpersonal Relationship Management Investment Consulting Portfolio Management Results-Oriented Trust Operations ManagementAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
