Administrator, Regional Account Support Full-time Job
Administrative Jobs TorontoJob Details
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?
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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.
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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.
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As you work towards gathering information about Estate assets you will build an Estate Summary of Assets.
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Asset collection from internal and external sources forms part of your role as well and represents an important part of consolidating the client’s assets in a timely manner. Your networking skills will be useful here.
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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.
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Well versed in our policies and procedures you will ensure that your administration is carried out within company goals and objectives.
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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
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Post-secondary education or equivalent, Estate & Trust Administration courses preferred
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3 years’ plus administration experience
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General working knowledge of the Securities and Financial Services Industry
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Excellent written/verbal/electronic communication skills
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Ability to work effectively with others and perceived as a professional business partner with co-workers and external contacts.
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Ability to resolve issues and aspects of administration independently
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Technological literacy, especially with Excel and Word, and experience with Mail Merge
Nice to Have
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Previous Estate administration experience
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Canadian Securities Course
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.
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A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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Leaders who support your development through coaching and managing opportunities
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Ability to make a difference and lasting impact
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Work in a dynamic, collaborative, progressive, and high-performing team
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Flexible work/life balance options
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Opportunities to take on progressively greater accountabilities
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Access to a variety of job opportunities across business and geographies
WMRT
Job Skills
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-01-28
Application Deadline:
2025-02-11
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
