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Job Description
As an Associate 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 while working towards your Trust Officer designation. 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 administer their estates and trusts, 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 trusts, and protection mandate accounts
- Responsible for overall client relationship management and acting as the representative of the client portfolio
- 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 client's 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
- 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 - 4 years of related experience
- College or Undergraduate degree
Nice-to-have
- Possess or working towards STEP Certification/Designation
- Completion of the Canadian Securities Course (CSC)
- Previous experience or general knowledge of estate and trust related administration
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
Job Skills
Communication, Customer Service Management, Decision Making, Fiduciary Management, Interpersonal Relationship Management, Investment Consulting, Portfolio Management, Problem Solving, Results-Oriented, Trust Operations ManagementAdditional Job Details
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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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