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Officer, Consolidated And Specialized Reporting

Company

RBC Wealth Management

Address Toronto, Ontario, Canada
Employment type FULL_TIME
Salary
Category Banking,Financial Services
Expires 2023-08-06
Posted at 10 months ago
Job Description
Come Work with Us!


At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title


Officer, Consolidated and Specialized Reporting



What is the opportunity?


  • National accountability to produce various estate and trust accounting reports as per provincial guidelines (Court Passings, Curatorship, Committeeship) and consolidated account reporting
  • Assist in the development and enhancement of reporting systems and analytical tools used by National Office initiatives
  • Ad hoc National Office support as well as support where required by Head, National Initiatives & Business Services


What will you do?


  • Identify opportunities for improved process efficiencies around report creation
  • Assist with producing consolidated account reports formatted to meet regulatory guidelines
  • Responsible for the manual preparation of trust and estate accounts including court passing reports with partnership accounts


What do you need to succeed?


Must Have


  • Previous financial services experience preferable
  • Required: Bachelor’s Degree (or equivalent)
  • Advanced knowledge of estate and trust services
  • Knowledge of estate accounting practices
  • High degree of PC literacy and fully proficient in all Microsoft Office applications (Word, Excel)


Nice to Have


  • Law clerk/estate law experience
  • General knowledge of custody solutions, investments, financial planning, counselling and taxation issues
  • Degree in finance, accounting, business, or related field


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.


  • Ability to make a difference and lasting impact
  • Access to a variety of job opportunities across business and geographies
  • Flexible work/life balance options
  • Opportunities to take on progressively greater accountabilities
  • Leaders who support your development through coaching and managing opportunities
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work


Job Summary


Address:


TORONTO, Ontario, Canada


City:


CAN-ON-TORONTO


Country:


Canada


Work hours/week:


37.5


Employment Type:


Full time


Platform:


Wealth Management


Job Type:


Regular


Pay Type:


Salaried


Posted Date:


2023-06-22


Application Deadline:


2023-07-21


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.


Join our Talent Community


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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.