Administrator, Regional Account Support
Administrator, Regional Account Support
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Job Description
Job Summary
Job Description
What is the opportunity
The Regional Account Support Team specializes in assisting Estate & Trust Services Relationship Managers by providing efficient accurate and quality client service. Key client service elements include preparing estate asset summary documents tax preparation account distribution and asset administration. The Administrator will assist and support Officers to ensure that the administrative tasks are properly completed. Attention to detail and quality are paramount as well as ensuring key milestones are met. Teamwork collaboration and developing inter-personal relationships are important skills for success.
What will you do
This is a great opportunity to network with RBC partners and other financial institutions as you gather information relating to client holdings in an estate environment.
Your organization skills and proactivity will successfully support a book of accounts and demonstrate the high level of quality service that our team focuses on. This will include timely written verbal and electronic communication with other support groups internally and with external contacts.
As you work towards gathering information about Estate assets you will build an Estate Summary of Assets.
Asset collection from internal and external sources forms part of your role as well and represents an important part of consolidating the clients assets in a timely manner. Your networking skills will be useful here.
You are a keen trouble shooter and can effectively resolve inquiries on your own and willing to seek out support from your team leader as required.
Well versed in our policies and procedures you will ensure that your administration is carried out within company goals and objectives.
You will actively participate in sharing best practices innovations and work effectively in a team oriented environment.
What do you need to succeed
Must Have
Post-secondary education or equivalent Estate & Trust Administration courses preferred
3 years plus administration experience
General working knowledge of the Securities and Financial Services Industry
Excellent written/verbal/electronic communication skills
Ability to work effectively with others and perceived as a professional business partner with co-workers and external contacts.
Ability to resolve issues and aspects of administration independently
Technological literacy especially with Excel and Word and experience with Mail Merge
Nice to Have
Previous Estate administration experience
Canadian Securities Course
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
Work in a dynamic collaborative progressive and high-performing team
Flexible work/life balance options
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies
WMRT
Job Skills
Additional 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
