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Trust Administrator, Central Support Group
Company | RBC Wealth Management |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services |
Expires | 2023-09-09 |
Posted at | 9 months ago |
Come Work with Us!
- Process those control transactions, held by CSG, for the field as required (including but not limited to interest adjustments, stale dated cheques, returned mail, etc.)
- Preparation of account reviews and internal control reports accurately, efficiently and within service standards.
- Investigate all outstanding issues for various control reports, ensuring reports remain current and up to date
- Track outstanding items from account reviews for escalation reporting purposes.
- Assist the field, as required, with inquiries related to account reviews and various other internal reports and processes.
- Assist the Wills and Trusts Resource Group (WTRG) with the review of wills and waiver of probate requests to ensure they are completed within service standards.
- Ensure good understanding and adherence to all RBC processes and policies as required.
- Contribute to team success by assisting other team members during absences and distribution of work.
- Exceptional written and verbal communication skills
- Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others
- Excellent interpersonal skills and ability to deal with internal partners in a professional manner
- Minimum of one year of experience in the financial services industry
- Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
- Post-secondary education
- Intermediate to advanced Microsoft Excel and Word skills
- Successful completion of the Canadian Securities Course (CSC)
- CSI and/or STEP Canada estate and trust related courses
- Opportunities to take on progressively greater accountabilities
- Ability to make a difference and lasting impact
- 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
- Opportunities to do challenging work
- Work in a dynamic, collaborative, progressive, and high-performing team
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