Administrator, Regional Account

Position: Administrator, Regional Account Support
Location: Montreal

Job Description

What is the opportunity?The Regional Account Support team specializes in assisting Royal Trust 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. You will assist and support the Officers in ensuring that administrative tasks are properly completed. Attention to detail and quality are paramount as well as ensuring key milestones are met.

Teamwork, collaboration, and developing interpersonal 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 organizational 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 toward gathering information about estate assets you will build summaries of estate assets using our proprietary software designed specifically for this purpose.

Asset collection from internal and external sources forms part of your role and represents an important part of consolidating the client’s assets in a timely manner.

You are a keen troubleshooter 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 and trust administration courses an asset

3 years of administration experience

General working knowledge of the financial services and securities industries

Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs

Ability to work effectively with others and be perceived as a professional business partner with coworkers and external contacts

Ability to resolve issues and aspects of administration independently

Technological literacy, especially with Microsoft Excel, Word, and Mail Merge

Nice-to-have

Estate administration experience

Canadian Securities Course (CSC)

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 take on progressively greater accountabilities

WMRT
Job Skills
Additional Job Details

Address:

1 PLACE VILLE MARIE:

MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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…