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Job Description
What is the opportunity?
The Summer Administrative Assistant (Co-op) will report to the Senior Manager, Trusts, at the BC's Regional Trust & POA team at RBC Wealth Management - Royal Trust. You will provide timely and accurate support to the entire BC's regional team - consisting of both Trust & POA and Estate teams - to our valued clients and internal and external Wealth Management partners, regarding all aspects of Trust, POA, and Estate administration work.
What will you do?
- Assisting the Trust/Estate Officers ("TO") and Trust/Estate Administrators ("TA") on the inbound and outbound client correspondence via physical letter, Email, phone call and/or WebEx platform, new account opening, bill payment, account profile updates, and coordinating and troubleshooting with the teams at Canadian Wealth Management Operation on the daily account operation.
- Assisting the TO and TA on collaborating with the internal and external investment advisory teams for investment risk management review, suitability, and compliance documentation.
- Collaborating with the National Taxation team on the timely and accurate preparation of the regular T1 tax returns for POA clients, T1D tax returns for the deceased clients, T3 tax returns for the Estates, and T3 tax returns for the ongoing Trusts.
- Functioning as an integral part of the BC regional team to meet and exceed the client and partnership service standards.
- Investigating and researching on missing information and taking on special projects as assigned by TO and TA.
- Maintaining accurate records and assisting the TO and TA on sorting and filing physical documents.
- Following the policies, procedures and processes established by RBC Wealth Management - Royal Trust.
What do you need to succeed?
Must-have
- General knowledge of the financial service industry.
- Solid communication skill, both verbal and writing.
- Attentive to detail, critical thinking skill, and strong work ethic.
- Willingness to take on tasks that can either be analytical or repetitive in-nature.
- Eager to learn and work in a fast-paced environment.
- Proficient computer skill on Microsoft Office Suite, and the ability to learn the new IT platforms.
Nice-to-have
- General knowledge of the Trust and Estate structures, accounting/tax and legal, and investments knowledge or courses taken would be considered strong assets.
- Successful completion of prior business-oriented co-op terms
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.
We offer you:
- Learning-oriented environment;
- Challenging tasks and variety of assignments;
- Prestige;
- Management that supports your work and progression
About us:
RBC Wealth Management is one of the top five wealth managers globally. For more than a century, RBC Wealth Management has provided trusted advice and Wealth Management solutions to individuals, families and institutions. We are a global organization, bringing our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world. We are committed to earning our client's trust by building lasting relationships and confidence, putting the client's interests first in everything we do. Every interaction with us is defined through our core values and culture of doing what's right for our clients and the communities we operate in. Forward-looking, innovative and committed to helping our clients thrive and communities prosper - we are the partner you can depend on to help you achieve your financial goals.
RBC Wealth Management - Royal Trust is an integral part of the RBC Wealth Management, comprised of specialized and experience professionals including legal counsel, accountants, trust officers and investment counsellors with years of estate and trust experience. We are an exceptionally strong professional trust services firm, supported by the strength, stability and resources of RBC Financial Group, Canada's largest bank.
RBC is an equal opportunity employer committed to diversity and inclusion.
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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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