Onsite Trust Administrator

Posted 13 hours ago

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About the role

  • Trust Administrator providing timely support to clients regarding trust administration. Administering trust accounts and addressing client queries with high standards of service at RBC.

Responsibilities

  • Provide timely and accurate support to our valued clients in respect to all aspects of trust administration
  • Administer trust accounts and assist with client queries while maintaining high standards of client service, quality control, and operational efficiency
  • Ensure all account information on internal systems is up-to-date, complete, and accurate
  • Maintain all written, verbal, and electronic communication as required with internal and external contacts as well as with clients
  • Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
  • Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner

Requirements

  • Minimum of one year of experience in the financial services industry
  • Post-secondary education
  • Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment
  • Intermediate to advanced Microsoft Excel and Word skills
  • Exceptional written and verbal communication skills
  • Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner
  • Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
  • Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others
  • Reside in either Edmonton or Calgary

Benefits

  • 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 title

Trust Administrator

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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